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A nonparametric test for diurnal variation in spot correlation processes

Kim Christensen, Ulrich Hounyo, Zhi Liu

arXiv 5 Aug 2024 · Econometrics

arXiv:2408.02757 · PDF · DOI · OpenAlex · Extracted main text

Abstract

The association between log-price increments of exchange-traded equities, as measured by their spot correlation estimated from high-frequency data, exhibits a pronounced upward-sloping and almost piecewise linear relationship at the intraday horizon. There is notably lower-on average less positive-correlation in the morning than in the afternoon. We develop a nonparametric testing procedure to detect such deterministic variation in a correlation process. The test statistic has a known distribution under the null hypothesis, whereas it diverges under the alternative. It is robust against stochastic correlation. We run a Monte Carlo simulation to discover the finite sample properties of the test statistic, which are close to the large sample predictions, even for small sample sizes and realistic levels of diurnal variation. In an application, we implement the test on a monthly basis for a high-frequency dataset covering the stock market over an extended period. The test leads to rejection of the null most of the time. This suggests diurnal variation in the correlation process is a nontrivial effect in practice.

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Most heavily cited references

The works this paper leans on most, across its whole bibliography — not restricted to papers in our corpus. Ranked by composite intensity, which combines how often a work is mentioned, how many sections mention it, and how much of that falls in the main text rather than the appendix.

ReferenceIntensityMentionsSectionsMain text
1Andersen, Thyrsgaard, and Todorov (2019) Time-varying periodicity in intraday volatility0.92844100%
2Christensen, Hounyo, and Podolskij (2018) Is the diurnal pattern sufficient to explain intraday variation in volatility? A nonparametric assessment0.92843100%
3Andersen, Su, Todorov, and Zhang (2024) Intraday periodic volatility curves0.86517665%
4Allez and Bouchaud (2011) Individual and collective stock dynamics: intra-day seasonalities0.84333100%
5Bibinger, Hautsch, Malec, and Reiss (2019) Estimating the spot covariation of asset prices–Statistical theory and empirical evidence0.84333100%
6Hansen and Luo (2023) Robust estimation of realized correlation: New insights about intraday fluctuations in market betas0.84333100%
7Andersen, Tan, Todorov, and Zhang (2025) Testing mean stationarity of intraday volatility curves0.73732100%
8Andersen and Bollerslev (1997) Intraday periodicity and volatility persistence in financial markets0.64422100%
9Barndorff-Nielsen and Shephard (2004) Econometric analysis of realized covariation: High frequency based covariance, regression, and correlation in financial economics0.64422100%
10Boudt, Croux, and Laurent (2011) Robust estimation of intraweek periodicity in volatility and jump detection0.64422100%

Showing the top 10 of 56 scored citations.