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Contents

Contents

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Chapter 1 Pandas Foundations

Series and DataFrames end-to-end: indexes, alignment, missing values, selection, filtering with .loc/.iloc/query, groupby, joins, and method chaining.

Chapter 2 Markets as Data Objects

From raw closing prices to portfolio diagnostics: simple and log returns, equity curves, resampling, rolling stats, volatility (√T scaling), drawdowns, Sharpe, cross-asset correlation, and volatility drag.

Chapter 3 Simple Linear Regression and CAPM

Fitting, inference, residual diagnostics, and the canonical risk model. Train/test, t-stats, and the meaning of R² in finance.

Chapter 4 Multi-factor and Beta Models

Multiple regression, Fama–French factors, multicollinearity, partial F-tests, and the use of beta models for attribution and hedging.

Chapter 5 Alpha Models and Machine Learning

From predictions to decisions: regularized regression, gradient boosting, walk-forward validation, the Information Coefficient, and a complete cross-section alpha lab.

Appendix A A Minimum of Linear Algebra

Just enough vectors, matrices, transpose, inverse, and matrix multiplication to read the OLS formula and the Ridge/LASSO chapters. Written for students with no prior linear-algebra exposure.

Appendix B Solutions to Exercises

Complete worked solutions for every exercise in Chapters 1–5 and Appendix A — restated question, prose explanation, running Pyodide code, and a note on the common pitfall.

 

Prof. Xuhu Wan · HKUST ISOM · Modern Business Analytics