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1994issue C111

Nested averages for an annual momentum curve

The historical workflow first averages the close over a 22-session trading month, forms a yearly percentage gap against a 250-session lag, and then summarizes those gaps with a 150-period declining-weight average. The nested stages replace a pair of 11-month and 14-month lags.

  • The current close is first smoothed with a 22-day average, treated as one trading month, before any yearly comparison.
  • The year-ago reference is the same 22-day average taken 250 trading days earlier, treated as one trading year.
  • Rate of change is that current average divided by the year-ago average, minus one, computed across the available series.
  • A 150-period exponential average then places declining weight on older percentage changes to form a grand weighted total.
Entries in this reading3 entries

A three-stage yearly comparison

The historical construction builds a yearly comparison from nested averages rather than from a pair of separate monthly lags. A moving average of ordered closes is used as a short-window smoother before a yearly comparison. A rate of change then records the relative difference between the current smoothed value and a value from a fixed lookback, expressed as a fraction of the earlier value. Exponential smoothing finishes the work as a declining-weight average of those annual percentage changes.

The construction replaces a pair of 11-month and 14-month lags with a single annual lagged percentage change of the index.

A trading-month window on both ends of the lag

The current close is first smoothed with a 22-day average, described as one trading month. That 22-session lookback is treated as one month of trading observations.

The year-ago reference is a 22-day average of the close taken 250 trading days earlier, described as one trading year. That 250-session displacement is treated as one year of trading observations.

The interior average is applied so the index series is smoothed to reduce noise before the annual or seasonal difference is formed.

The yearly percentage gap

The rate-of-change step is the current 22-day average divided by the year-ago 22-day average, minus one, computed across the available series.

A grand weighted total of the gaps

Those percentage changes are then summarized with a 150-period exponential average that places declining weight on older observations.

The outer exponential average is used to place the annual difference into a declining-weight average that corresponds to a grand weighted total. That total is a single declining-weight summary of many lagged percentage changes rather than a pair of separate monthly lags.

Educational research material, not investment advice. Historical source context does not establish present-day performance.
25 of 46 in the Rate of Change track
19941-7 pp.Next on Rate of ChangeEvaluating a Coppock-style rate of change as a bottom-regime filterA Coppock-style curve starts from rates of change versus an adaptation-level, then adds year-scale percentage changes so a rising sequence is read as strengthening momentum.
All readings on this track · 46 readings
  1. 1985Constructing excess and momentum difference-curve oscillators
  2. 1988Five reading rules for smoothed indicator charts
  3. 1989Momentum overlays that speed moving-average oscillators
  4. 1990A laboratory template that constructs Rate of Change as a pane module
  5. 1991Volume-scaled rate of change as a momentum construction
  6. 1991Three-indicator market overview from tape, sentiment and rates
  7. 1991Three-component trend model with rate-of-change filters
  8. 1992A KST oscillator from a weighted rate-of-change stack
  9. 1992Four-window weighted rate-of-change composite
  10. 1992Constructing multi-span smoothed rate-of-change filters
  11. 1992Constructing a four-horizon summed rate of change
  12. 1992Constructing KST from four weighted smoothed rates of change
  13. 1992Constructing a composite from weighted smoothed rates of change
  14. 1992Three-horizon KST maturity alignment
  15. 1992Construct a bond-led dividend-to-bond-yield regime first
  16. 1992Constructing relative-strength KST from weighted rate-of-change
  17. 1993Constructing a volume oscillator from average ratios and smoothed rate of change
  18. 1994Gold as a cycle clock for commodities and yields
  19. 1994Constructing a composite from weighted, smoothed rate-of-change windows
  20. 1994Constructing gold-mining rate-of-change tripwires for Treasury bonds
  21. 1994A capacity-stress checklist across commodities, bonds, and breadth
  22. 1994Rate of change parameters for testable entries
  23. 1994Constructing rate-of-change midpoints, lookbacks and divergence
  24. 1994Lead oscillator breaks need price trendline confirmation
  25. 1994Nested averages for an annual momentum curve
  26. 1994Evaluating a Coppock-style rate of change as a bottom-regime filter
  27. 1995A weighted eleven-month Dow rate of change as one testable timing procedure
  28. 1996Named lookbacks, thresholds, and streaks for entry rules
  29. 1997A midpoint rate-of-change test for bond trend follow-through
  30. 1997Constructing a short-rate-adjusted equity momentum filter
  31. 1998Daily momentum rank-churn as a portfolio-construction problem
  32. 1999Constructing a lagged rate of change cycle system
  33. 2000A triple delay line then a one-bar elliptic oscillator
  34. 2001Confirming rate of change divergences with price
  35. 2001Momentum trendline breaks need price confirmation
  36. 2001Market breadth, On-balance volume, and Rate of Change as a combined timing framework
  37. 2001Know Sure Thing with stacked horizons and trendline confirmation
  38. 2003Constructing a mechanical system from a rate of change condition
  39. 2003Constructing momentum from two closes and spotting divergence
  40. 2003Formula choice tilts which momentum mismatches count as divergences
  41. 2004RSI and momentum agreement as an asymmetric filter
  42. 2005Constructing price-normalized moving-slope hybrids
  43. 2005Unsigned speed gates on a fixed average-cross pair
  44. 2007Rebuilding rate of change as a path-weighted oscillator
  45. 2008Construct Special K so short-horizon signals stay inside the primary trend
  46. 2013Restore volume balance before adding another price-time indicator
All 50 readings tagged Rate of Change
Also on Rate of Change5 readings