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Cochran's theorem

In statistics, Cochran's theorem, devised by William G. Cochran, is a theorem used to justify results relating to the probability distributions of statistics that are used in the analysis of variance.

Statement

Let be i.i.d. standard normally distributed random variables, and . Let be symmetric matrices. Define r<sub>i</sub> to be the rank of . Define , so that the Q<sub>i</sub> are quadratic forms. Further assume .

Cochran's theorem states that the following are equivalent:

Often it's stated as , where is idempotent, and is replaced by . But after an orthogonal transform, , and so we reduce to the above theorem. Here, denotes the diagonal transform.

Alternative formulation

The following version is often seen when considering linear regression. Suppose that is a standard multivariate normal random vector (here denotes the n-by-n identity matrix), and if are all n-by-n symmetric matrices with . Then, on defining , any one of the following conditions implies the other two:

Examples

Sample mean and sample variance

If X<sub>1</sub>, ..., X<sub>n</sub> are independent normally distributed random variables with mean μ and standard deviation σ then

is standard normal for each i. Note that the total Q is equal to sum of squared Us as shown here:

which stems from the original assumption that . So instead we will calculate this quantity and later separate it into Q<sub>i</sub>'s. It is possible to write

(here is the sample mean). To see this identity, multiply throughout by and note that

and expand to give

The third term is zero because it is equal to a constant times

and the second term has just n identical terms added together. Thus

and hence

Now with the matrix of ones which has rank 1. In turn given that . This expression can be also obtained by expanding in matrix notation. It can be shown that the rank of is as the addition of all its rows is equal to zero. Thus the conditions for Cochran's theorem are met.

Cochran's theorem then states that Q<sub>1</sub> and Q<sub>2</sub> are independent, with chi-squared distributions with n &minus; 1 and 1 degree of freedom respectively. This shows that the sample mean and sample variance are independent. This can also be shown by Basu's theorem, and in fact this property characterizes the normal distribution – for no other distribution are the sample mean and sample variance independent.

Distributions

The result for the distributions is written symbolically as

Both these random variables are proportional to the true but unknown variance σ<sup>2</sup>. Thus their ratio does not depend on σ<sup>2</sup> and, because they are statistically independent. The distribution of their ratio is given by

where F<sub>1,n&nbsp;&minus;&nbsp;1</sub> is the F-distribution with 1 and n&nbsp;&minus;&nbsp;1 degrees of freedom (see also Student's t-distribution). The final step here is effectively the definition of a random variable having the F-distribution.

Estimation of variance

To estimate the variance σ<sup>2</sup>, one estimator that is sometimes used is the maximum likelihood estimator of the variance of a normal distribution

Cochran's theorem shows that

and the properties of the chi-squared distribution show that

Proof

Claim: Let be a standard Gaussian in , then for any symmetric matrices , if and have the same distribution, then have the same eigenvalues (up to multiplicity).

Claim: .

Lemma: If , all symmetric, and have eigenvalues 0, 1, then they are simultaneously diagonalizable.

Now we prove the original theorem. We prove that the three cases are equivalent by proving that each case implies the next one in a cycle ().

See also

References