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Re: st: Rolling regression based on trading days


From   Nick Cox <[email protected]>
To   "[email protected]" <[email protected]>
Subject   Re: st: Rolling regression based on trading days
Date   Mon, 29 Apr 2013 10:43:42 +0100

I'd try Stata technical support if you don't get a better answer from list.

Nick
[email protected]


On 29 April 2013 10:38, Bernice Mi <[email protected]> wrote:
> I -xtset- just before I run the rolling regression and it is after I
> defined and formatted my business calendar. :-)
>
> On Mon, Apr 29, 2013 at 7:26 PM, Nick Cox <[email protected]> wrote:
>> I suspect that you need to revisit your -xtset- statement. The default
>> of -xtset- is to make a guess based on the format of the time
>> variable. However, if you defined your business calendar after your
>> -xtset-, that would not, I think, have any effect. Either way, -xtset-
>> needs to be disabused of its settings.
>> Nick
>> [email protected]
>>
>>
>> On 29 April 2013 10:12, Bernice Mi <[email protected]> wrote:
>>> Thanks Nick. That is also question. While the -xtset- is reporting ms,
>>> the rolling regression is running on a calendar day basis though I
>>> have formatted the dates as business calendar.
>>>
>>> Much appreciated for your time and help Nick!! :-)
>>>
>>> On Mon, Apr 29, 2013 at 7:08 PM, Nick Cox <[email protected]> wrote:
>>>> It's me that is being slow. You did say that you have a business
>>>> calendar format in operation. So your last date is (presumably)
>>>> 31dec2012 (not 31dec2002).
>>>>
>>>> But I don't understand why the -xtset- is reporting ms, so I remain
>>>> unclear where the problem is.
>>>>
>>>> Nick
>>>> [email protected]
>>>>
>>>>
>>>> On 29 April 2013 09:55, Bernice Mi <[email protected]> wrote:
>>>>> Hi Nick,
>>>>>
>>>>> Sorry for confusing you. My data look like this:
>>>>> company date price return
>>>>> 1      02jan1990
>>>>> 1      03jan1990
>>>>> 1      04jan1990
>>>>> .
>>>>> .
>>>>> .
>>>>> 1     31dec1991
>>>>> 2     02jan1980
>>>>> 2     03jan1980
>>>>> .
>>>>> .
>>>>> .
>>>>> 2     31dec2012
>>>>> .
>>>>> .
>>>>> .
>>>>> So, 8399 is the max period for one company say starting 02jan1980 - 31dec2002.
>>>>>
>>>>>
>>>>> Also, "describe date" gives us:
>>>>>
>>>>>               storage  display     value
>>>>> variable name   type   format      label      variable label
>>>>> ----------------------------------------------------------------------------------------------------------------------------------------------
>>>>> date            float  %tbbcal
>>>>>
>>>>> where "bcal" is the business calendar I have defined.
>>>>>
>>>>> Many thanks for your patience Nick!!
>>>>>
>>>>> On Mon, Apr 29, 2013 at 6:42 PM, Nick Cox <[email protected]> wrote:
>>>>>> Your -date- variable varies between 0 and 8399. That can't be a daily
>>>>>> date variable that includes dates like 31 Dec 2012.
>>>>>>
>>>>>> . di %d 8399
>>>>>> 30dec1982
>>>>>>
>>>>>> . di %d 0
>>>>>> 01jan1960
>>>>>>
>>>>>> So what you are showing us? You are -list-ing something; what is it?
>>>>>>
>>>>>> I also asked for -describe date-.
>>>>>> Nick
>>>>>> [email protected]
>>>>>>
>>>>>>
>>>>>> On 29 April 2013 09:25, Bernice Mi <[email protected]> wrote:
>>>>>>> Many thanks for your prompt reply Nick. Although delta is .001
>>>>>>> seconds, when I run rolling regression, it is still based on calendar
>>>>>>> days (not trading days as I want).
>>>>>>>
>>>>>>> The partial results are below. I really appreciate your help!
>>>>>>> 864761. | 26nov2012 |
>>>>>>> 864762. | 27nov2012 |
>>>>>>> 864763. | 28nov2012 |
>>>>>>> 864764. | 29nov2012 |
>>>>>>> 864765. | 30nov2012 |
>>>>>>>         |-----------|
>>>>>>> 864766. | 03dec2012 |
>>>>>>> 864767. | 04dec2012 |
>>>>>>> 864768. | 05dec2012 |
>>>>>>> 864769. | 06dec2012 |
>>>>>>> 864770. | 07dec2012 |
>>>>>>>         |-----------|
>>>>>>> 864771. | 10dec2012 |
>>>>>>> 864772. | 11dec2012 |
>>>>>>> 864773. | 12dec2012 |
>>>>>>> 864774. | 13dec2012 |
>>>>>>> 864775. | 14dec2012 |
>>>>>>>         |-----------|
>>>>>>> 864776. | 17dec2012 |
>>>>>>> 864777. | 18dec2012 |
>>>>>>> 864778. | 19dec2012 |
>>>>>>> 864779. | 20dec2012 |
>>>>>>> 864780. | 21dec2012 |
>>>>>>>         |-----------|
>>>>>>> 864781. | 24dec2012 |
>>>>>>> 864782. | 26dec2012 |
>>>>>>> 864783. | 27dec2012 |
>>>>>>> 864784. | 28dec2012 |
>>>>>>> 864785. | 31dec2012 |
>>>>>>>         +-----------+
>>>>>>>
>>>>>>> .
>>>>>>> end of do-file
>>>>>>>
>>>>>>> . do "C:\Users\lmi\AppData\Local\Temp\STD02000000.tmp"
>>>>>>>
>>>>>>> . su date
>>>>>>>
>>>>>>>     Variable |       Obs        Mean    Std. Dev.       Min        Max
>>>>>>> -------------+--------------------------------------------------------
>>>>>>>         date |    864785    4144.932    2229.524          0       8399
>>>>>>>
>>>>>>> .
>>>>>>>
>>>>>>> On Mon, Apr 29, 2013 at 6:16 PM, Nick Cox <[email protected]> wrote:
>>>>>>>> It seems that you have daily data. So why does -xtset- report milliseconds?
>>>>>>>>
>>>>>>>> Show us the results of say
>>>>>>>>
>>>>>>>> . describe date
>>>>>>>> . su date
>>>>>>>> . list date in 1/5
>>>>>>>>
>>>>>>>> I don't know offhand whether -rolling- is smart about business
>>>>>>>> calendars. Introducing business calendars is an on-going project for
>>>>>>>> StataCorp and I don't have access to Stata 12 right now.
>>>>>>>>
>>>>>>>> But if Stata thinks your time variable is clock time in ms, it won't
>>>>>>>> be paying much attention to business calendars. As far as it is
>>>>>>>> concerned you have in total about 1 second's worth of data.
>>>>>>>>
>>>>>>>> Nick
>>>>>>>> [email protected]
>>>>>>>>
>>>>>>>>
>>>>>>>> On 29 April 2013 08:53, Bernice Mi <[email protected]> wrote:
>>>>>>>>> Hi All,
>>>>>>>>>
>>>>>>>>> I have an unbalanced panel data with the dates being trading days. I
>>>>>>>>> have already defined and formatted (using %tbcalname) the dates as
>>>>>>>>> business calendar. I checked by testing the lead and lag days - it
>>>>>>>>> worked. However, when I xtset company date, it shows that delta is
>>>>>>>>> 0.001 seconds. Moreover, when I run rolling regression for 3 years, it
>>>>>>>>> turns up to be 1035 (roughly 360*3) replications not around 780 (i.e.
>>>>>>>>> 260*3) replications.
>>>>>>>>>
>>>>>>>>> I am new user of Stata and could not figure out where I went wrong.
>>>>>>>>> Please help me.
>>>>>>>>>
>>>>>>>>> Many thanks!!
>>>>>>>>>
>>>>>>>>> Bernice
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