Level 1 — RecognitionAlgorithmic & Quant Trading

Algorithmic & Quant Trading

20 minutes30 marksprintable — key stays hidden on paper

Level: 1 (Recognition) Time Limit: 20 minutes Total Marks: 30


Section A — Multiple Choice (1 mark each) — 10 marks

Q1. Algorithmic trading is best defined as:

  • A) Trading only during market opening hours
  • B) Using computer programs to execute orders based on predefined rules
  • C) Predicting prices with astrology
  • D) Manually placing trades faster than others

Q2. Which of the following is NOT a core component of a trading system?

  • A) Signal generation
  • B) Risk management
  • C) Order execution
  • D) A lucky charm

Q3. In pairs trading, the two selected securities should ideally be:

  • A) Completely uncorrelated
  • B) Cointegrated
  • C) From different countries only
  • D) Negatively priced

Q4. A mean-reversion strategy assumes that prices tend to:

  • A) Trend upward forever
  • B) Return toward an average level
  • C) Move randomly with no pattern
  • D) Only fall during recessions

Q5. A momentum strategy typically buys assets that have recently:

  • A) Fallen sharply
  • B) Risen in price
  • C) Paid dividends
  • D) Been delisted

Q6. Overfitting in strategy design means the model:

  • A) Generalises well to new data
  • B) Fits historical noise and fails on unseen data
  • C) Uses too few parameters
  • D) Ignores the training data

Q7. Walk-forward analysis is mainly used to:

  • A) Increase leverage
  • B) Test a strategy on rolling out-of-sample periods
  • C) Guarantee profits
  • D) Eliminate transaction costs

Q8. Statistical arbitrage relies primarily on:

  • A) Insider tips
  • B) Statistical relationships and mean-reverting spreads
  • C) Single-stock long-term investing
  • D) Fixed interest coupons

Q9. A key caution when using machine learning in trading is:

  • A) It always beats simple models
  • B) The risk of overfitting to limited noisy data
  • C) It requires no data
  • D) It removes the need for risk management

Q10. In cointegration, the spread between two cointegrated series is expected to be:

  • A) Explosive
  • B) Stationary (mean-reverting)
  • C) Always increasing
  • D) Random with a trend

Section B — Matching (1 mark each) — 8 marks

Q11–Q18. Match each term in Column X to its correct description in Column Y.

Column X Column Y
Q11. Signal generation A. Splitting data into rolling in-sample/out-of-sample windows
Q12. Backtesting B. Rules that decide when to enter/exit trades
Q13. Curve fitting C. Testing a strategy on historical data
Q14. Walk-forward analysis D. Long the underperformer, short the outperformer of a pair
Q15. Pairs trade E. Excessively tuning parameters to past data
Q16. Momentum F. Buying recent winners, selling recent losers
Q17. Risk management G. Controlling position size and loss limits
Q18. Cointegration H. A stable long-run equilibrium relationship between series

(Write answers as Q11–…, Q12–…, etc.)


Section C — True/False WITH Justification (2 marks each: 1 T/F + 1 justification) — 12 marks

Q19. "Two highly correlated stocks are always cointegrated." True or False? Justify.

Q20. "A higher in-sample backtest return always means better live performance." True or False? Justify.

Q21. "Walk-forward analysis helps reduce the risk of overfitting." True or False? Justify.

Q22. "In a mean-reversion model, a very high z-score of the spread signals a potential entry." True or False? Justify.

Q23. "Adding more parameters to a strategy always improves robustness." True or False? Justify.

Q24. "Momentum and mean-reversion strategies rely on opposite assumptions about price behaviour." True or False? Justify.


Answer keyMark scheme & solutions

Section A (1 mark each)

Q1 — B. Algorithmic trading = automated execution via predefined rules. (1 mark)

Q2 — D. A lucky charm is not a system component; the rest are core modules. (1 mark)

Q3 — B. Pairs trading needs a stable statistical link — cointegration — not mere correlation. (1 mark)

Q4 — B. Mean reversion assumes prices revert to an average. (1 mark)

Q5 — B. Momentum buys recent winners (rising prices). (1 mark)

Q6 — B. Overfitting = fitting noise; poor out-of-sample performance. (1 mark)

Q7 — B. Walk-forward tests on rolling out-of-sample windows. (1 mark)

Q8 — B. Stat-arb exploits statistical relationships / mean-reverting spreads. (1 mark)

Q9 — B. ML caution = overfitting noisy, limited financial data. (1 mark)

Q10 — B. A cointegrated spread is stationary/mean-reverting. (1 mark)

Section B (1 mark each)

Q Answer
Q11 B
Q12 C
Q13 E
Q14 A
Q15 D
Q16 F
Q17 G
Q18 H

Why: Each term maps to its defining function — signals=rules, backtest=historical test, curve fit=over-tuning, walk-forward=rolling windows, pairs=long/short pair, momentum=winners, risk mgmt=sizing/limits, cointegration=long-run equilibrium.

Section C (2 marks each: 1 for T/F, 1 for justification)

Q19 — FALSE. (1) Correlation measures short-term co-movement, but cointegration requires a stationary linear combination (stable long-run equilibrium). Correlated series can still drift apart, so correlation ≠ cointegration. (1)

Q20 — FALSE. (1) High in-sample return may reflect overfitting to past noise; live/out-of-sample results are what matter. (1)

Q21 — TRUE. (1) By repeatedly optimising in-sample then validating out-of-sample, walk-forward exposes strategies that only fit historical noise, reducing overfitting risk. (1)

Q22 — TRUE. (1) A large |z-score| means the spread is far from its mean; a mean-reversion model bets it reverts, so it triggers an entry (fade the deviation). (1)

Q23 — FALSE. (1) More parameters increase flexibility and the chance of curve-fitting noise, typically reducing robustness, not improving it. (1)

Q24 — TRUE. (1) Momentum assumes trends persist (winners keep winning); mean-reversion assumes deviations reverse — opposite behavioural assumptions. (1)

[
  {"claim":"Section A has 10 one-mark questions summing to 10","code":"result = (10*1 == 10)"},
  {"claim":"Section B has 8 one-mark matching items summing to 8","code":"result = (8*1 == 8)"},
  {"claim":"Section C has 6 questions at 2 marks each summing to 12","code":"result = (6*2 == 12)"},
  {"claim":"Total marks equal 30","code":"secA=10; secB=8; secC=6*2; result = (secA+secB+secC == 30)"},
  {"claim":"Total question count is between 15 and 20 inclusive","code":"n=10+8+6; result = (15 <= n <= 20)"}
]