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Business Tutorial: Beta


Type in your ticker, hit the <Equity> market key then type in BETA and hit then the green <GO> key
For exampleIBM <Equity> BETA <GO>
For historical beta simply change the date range for the years you want.


The CRSP database, available through Wharton Research Data Services (WRDS), may be used to obtain year-end, daily beta.

  1. From the CRSP database interface, click on Stock/Portfolio Assignments under Annual Update.

    CRSP-Beta 1

  2. Click on Beta Deciles.

    CRSP-Beta 2
  3. Choose your date range.

  4. Under Apply Your Company Codes, click on Ticker and type the ticker symbol (Example: IBM) into the search box.

  5. Under Choose Data For Query, select which market you would like (NYSE/AMEX or NASDAQ). 

    CRSP-Beta 3
  6. Under Query Variables, select at the very minimum - beta value and date.

    CRSP- Beta 4

  7. Under Query Output, select Excel.

  8. Click on the Submit Query button and when the data output is complete, a link to the Excel file will appear.  Click on the link to the Excel file to access the downloaded data.

Assistant Head, Information Services

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Kathleen Berger
Room 318E
Pardee Library