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A new methodology has been introduced to clean the correlation matrix of single stocks returns based on a constrained principal component analysis using financial data. Portfolios were introduced, namely "Fundamental Maximum Variance…

Portfolio Management · Quantitative Finance 2020-01-27 Sebastien Valeyre

We propose a group model for correlations in stock markets. In the group model the markets are composed of several groups, within which the stock price fluctuations are correlated. The spectral properties of empirical correlation matrices…

Statistical Mechanics · Physics 2009-10-31 Jae Dong Noh

We show that results from the theory of random matrices are potentially of great interest to understand the statistical structure of the empirical correlation matrices appearing in the study of price fluctuations. The central result of the…

Condensed Matter · Physics 2009-10-31 Laurent Laloux , Pierre Cizeau , Jean-Philippe Bouchaud , Marc Potters

In this paper, we apply tools from the random matrix theory (RMT) to estimates of correlations across volatility of various assets in the S&P 500. The volatility inputs are estimated by modeling price fluctuations as GARCH(1,1) process. The…

Statistical Finance · Quantitative Finance 2013-10-08 Ajay Singh , Dinghai Xu

Firms having similar business activities are correlated. We analyze two different cross-correlation matrices C constructed from (i) 30-min price fluctuations of 1000 US stocks for the 2-year period 1994-95 and (ii) 1-day price fluctuations…

Statistical Mechanics · Physics 2008-12-02 Parameswaran Gopikrishnan , Bernd Rosenow , Vasiliki Plerou , H. Eugene Stanley

We develop a novel observation-driven model for high-frequency prices. We account for irregularly spaced observations, simultaneous transactions, discreteness of prices, and market microstructure noise. The relation between trade durations…

Statistical Finance · Quantitative Finance 2024-05-09 Vladimír Holý

Our article considers a regression model with observed factors. The observed factors have a flexible stochastic volatility structure that has separate dynamics for the volatilities and the correlation matrix. The correlation matrix of the…

Other Statistics · Statistics 2011-07-14 Yu-Cheng Ku , Peter Bloomfield , Robert Kohn

We study stock market instability by using cross-correlations constructed from the return time series of 366 stocks traded on the Tokyo Stock Exchange from January 5, 1998 to December 30, 2013. To investigate the dynamical evolution of the…

Statistical Finance · Quantitative Finance 2017-12-19 Tetsuya Takaishi

The day-to day fluctuations of Dow Jones Index exhibit fractal fluctuations, namely, a zigzag pattern of successive increases followed by decreases on all space-time scales. Self-similar fractal fluctuations are generic to dynamical systems…

General Physics · Physics 2007-05-23 A. M. Selvam

Characterizing temporal evolution of stock markets is a fundamental and challenging problem. The literature on analyzing the dynamics of the markets has focused so far on macro measures with less predictive power. This paper addresses this…

Disordered Systems and Neural Networks · Physics 2021-12-09 Xin-Jian Xu , Qin Min , Xiao-Ying Song , Li-Jie Zhang

The cross correlation matrix between equities comprises multiple interactions between traders with varying strategies and time horizons. In this paper, we use the Maximum Overlap Discrete Wavelet Transform to calculate correlation matrices…

Statistical Finance · Quantitative Finance 2010-01-05 Thomas Conlon , Heather J. Ruskin , Martin Crane

We introduce matrix H theory, a framework for analyzing collective behavior arising from multivariate stochastic processes with hierarchical structure. The theory models the joint distribution of the multiple variables (the measured signal)…

Statistical Finance · Quantitative Finance 2025-03-13 Luan M. T. de Moraes , Antônio M. S. Macedo , Raydonal Ospina , Giovani L. Vasconcelos

We compare some methods recently used in the literature to detect the existence of a certain degree of common behavior of stock returns belonging to the same economic sector. Specifically, we discuss methods based on random matrix theory…

Disordered Systems and Neural Networks · Physics 2008-12-02 C. Coronnello , M. Tumminello , F. Lillo , S. Miccichè , R. N. Mantegna

In this paper, we are interested in continuous time models in which the index level induces some feedback on the dynamics of its composing stocks. More precisely, we propose a model in which the log-returns of each stock may be decomposed…

Pricing of Securities · Quantitative Finance 2009-11-17 Benjamin Jourdain , Mohamed Sbai

Standard methods and theories in finance can be ill-equipped to capture highly non-linear interactions in financial prediction problems based on large-scale datasets, with deep learning offering a way to gain insights into correlations in…

Computational Finance · Quantitative Finance 2020-04-22 Ben Moews , Gbenga Ibikunle

A wide variety of complex systems exhibit large fluctuations both in space and time that often can be attributed to the presence of some kind of critical phenomena. Under such critical scenario it is well known that the properties of the…

Disordered Systems and Neural Networks · Physics 2019-05-29 Dante R. Chialvo , Sergio A. Cannas , Dietmar Plenz , Tomas S. Grigera

We investigate the trading behavior of Finnish individual investors trading the stocks selected to compute the OMXH25 index in 2003 by tracking the individual daily investment decisions. We verify that the set of investors is a highly…

Trading and Market Microstructure · Quantitative Finance 2021-08-30 Federico Musciotto , Luca Marotta , Salvatore Miccichè , Jyrki Piilo , Rosario N. Mantegna

The analysis of the intraday dynamics of correlations among high-frequency returns is challenging due to the presence of asynchronous trading and market microstructure noise. Both effects may lead to significant data reduction and may…

Trading and Market Microstructure · Quantitative Finance 2019-03-06 Giuseppe Buccheri , Giacomo Bormetti , Fulvio Corsi , Fabrizio Lillo

This study explores contagion in the Chinese stock market using Hawkes processes to analyze autocorrelation and cross-correlation in multivariate time series data. We examine whether market indices exhibit trending behavior and whether…

Statistical Finance · Quantitative Finance 2025-12-10 Junwei Yang

In addressing the question of the time scales characteristic for the market formation, we analyze high frequency tick-by-tick data from the NYSE and from the German market. By using returns on various time scales ranging from seconds or…

Statistical Mechanics · Physics 2009-11-10 J. Kwapien , S. Drozdz , J. Speth