EconBase
← All papers

Rolling-Origin Conformal Prediction under Local Stationarity and Weak Dependence

Stanisław M. S. Halkiewicz

arXiv 8 May 2026 · Statistics — Methodology

arXiv:2605.08422 · PDF · DOI · OpenAlex · Extracted main text

Abstract

We propose and analyse rolling-origin conformal prediction for time-series forecasting. The method calibrates the conformal quantile against the $m$ most recent pseudo-out-of-sample forecast errors, adapting to serial dependence, volatility clustering, and distributional drift that invalidate classical conformal guarantees. Under Hölder-$β$ local stationarity and $α$-mixing, we establish a four-term coverage-error decomposition and derive the optimal calibration window $m^{\star} \asymp T^{2β/(2β+1)}$ with coverage-error rate $O(T^{-β/(2β+1)})$. A Le Cam two-point construction shows this rate is minimax-optimal over the Hölder-$β$ model class. The Bahadur representation is proved under both $α$-mixing and the physical-dependence framework of Wu (2005). An oracle inequality formalises Winkler cross-validation as an adaptive window selector; the required uniform concentration condition is established in an appendix. Validation on six real series and 93 M4 competition series confirms the theory: rolling-origin calibration outperforms full-history calibration in 86% of comparisons (median Winkler improvement 12.3%), maintains coverage within $\pm2%$ of the 90% target at short and medium horizons, and the cross-frequency log-log regression slope $0.614$ ($95%$ CI $[0.424, 0.805]$) is consistent with the theoretical $2/3$ after controlling for frequency fixed effects.

Citation extraction

32
references
48
in-text mentions
23
distinct cited
0
self-citations
14,934
main-text words

appendix boundary found by appendix_command · 84% of the source is main text. Read the extracted text to check this.

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
1Fryzlewicz P, Subba Rao S (2011) Mixing properties of ARCH and time-varying ARCH processes0.9285480%
2Rio E (1993) Covariance inequalities for strongly mixing processes0.8434375%
3Merlevède F, Peligrad M, Rio E (2009) Bernstein inequality and moderate deviations under strong mixing conditions0.7374450%
4Zhou Z, Wu WB (2009) Local linear quantile estimation for nonstationary time series0.7374350%
5Dahlhaus R (1997) Fitting time series models to nonstationary processes0.73732100%
6Wu WB (2005) Nonlinear system theory: another look at dependence0.73732100%
7Gibbs I, Candès E (2021) Adaptive conformal inference under distribution shift0.64422100%
8Vovk V, Gammerman A, Shafer G (2005) Algorithmic Learning in a Random World0.64422100%
9Winkler RL (1972) A decision theoretic approach to interval estimation0.64422100%
10Vogt M (2012) Nonparametric regression for locally stationary time series0.5112250%

Showing the top 10 of 23 scored citations.