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1996issue C041-4

Constructing a log-change stationarity screen with regression or binomial tests

A level series is rewritten as period-to-period log changes. A stationarity-split chi-square-test and a serial-dependence-screen are locked next. A spreadsheet linear-regression or a binomial-probability-model for a hit count is then attached as the specified in-sample construction.

  • Apply a log-change-transform so later tests use period-to-period log changes rather than raw levels.
  • A stationarity-split chi-square-test on five to ten bins is read against a tabled critical value at the 0.05 probability level.
  • After stationarity is accepted, a serial-dependence-screen compares mass inside and beyond 1.96 standard deviations of the mean with a normal shape.
  • Editorial: attach a linear-regression or a binomial-probability-model only after those screens so a later out-of-sample check has a fully specified in-sample baseline.
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A level series is prepared for later tests with a log-change-transform. Take the logarithm of each observation and subtract the prior-period logarithm to obtain period-to-period log changes. The historical workflow then builds a stationarity construction and a serial-dependence-screen before a linear-regression or a binomial-probability-model is specified.

Convert levels with a log-change-transform

Replace each level with the difference between its logarithm and the prior-period logarithm before any later test. The resulting period-to-period log changes are the series that the stationarity and serial-dependence constructions receive.

Build the stationarity-split and chi-square-test

The stationarity construction divides the series range into five to ten equal-width bins and leaves the two extreme bins unbounded away from the mean. A stationarity-split then counts the same bins in the first half of the sample and in the second half so the chi-square-test can treat one half as expected and the other as observed.

The chi-square-test is built from cumulative bin frequencies as the sum of squared observed-minus-expected differences divided by the expected values, with degrees of freedom equal to the number of bins minus one. The finished total is compared with a tabled critical value at the 0.05 probability level. A larger total is treated as nonstationary and a smaller total as stationary.

Lock the serial-dependence-screen

After the stationarity screen, and once stationarity is accepted, the serial-dependence-screen records the share of observations inside 1.96 standard deviations of the mean and the shares beyond that distance in each tail. The same chi-square-test layout is then applied to those three observed shares against the proportions expected if the series followed a normal shape with no serial dependence.

Specify the linear-regression or binomial-probability-model

A linear-regression construction in a spreadsheet is specified by identifying the input series and the output range so the software can write the fitted baseline.

A binomial-probability-model for a hit count is the closed-form probability of that count given the sample length, the success chance, and the complementary miss count. It is constructed as the number of observation-orderings that produce the count, multiplied by the success probability raised to the hit count and the complementary probability raised to the miss count.

Educational research material, not investment advice. Historical source context does not establish present-day performance.
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  5. 1996Constructing a log-change stationarity screen with regression or binomial tests
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