xts is an R package that provides an extension of the zoo class. zoo’s strength comes from its simplicity of use (it’s very similar to base R functions), and its overall flexibility (you can use anything as an index). The xts extension was motivated by the ability to improve performance by imposing reasonable constraints, while providing a truly time-based structure.
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The current release is available on CRAN, which you can install via:
install.packages("xts")
To install the development version, you need to clone the repository and build from source, or run one of:
# lightweight
::install_github("joshuaulrich/xts")
remotes# or
::install_github("joshuaulrich/xts") devtools
You will need tools to compile C, C++, and Fortran code. See the relevant appendix in the R Installation and Administration manual for your operating system:
You can create xts objects using xts()
and
as.xts()
.
Note that as.xts()
currently expects the date/times to
be in the row names for matrix and data.frame objects, or in the names
for vector. You can also use the dateFormat
argument to
control whether the names should be converted to Date
or
POSIXct
. See help(as.xts.methods)
for
details.
<- 10
n <- rnorm(n)
series
# POSIXct (date/time) index
<- seq(as.POSIXct("2017-03-27"), length.out = n, by = "days")
datetimes library(xts)
<- xts(series, datetimes) x
In addition to the usual ways you can subset matrix and zoo objects, you can also subset xts objects using character strings that adhere to the ISO-8601 standard, which is the internationally recognized and accepted way to represent dates and times. Using the data from the prior code block, here are some examples:
# March, 2017
"2017-03"]
x[# [,1]
# 2017-03-27 0.25155453
# 2017-03-28 -0.09379529
# 2017-03-29 0.44600926
# 2017-03-30 0.18095782
# 2017-03-31 -1.45539421
# March 30th through April 2nd
"2017-03-30/2017-04-02"]
x[# [,1]
# 2017-03-30 0.1809578
# 2017-03-31 -1.4553942
# 2017-04-01 -0.4012951
# 2017-04-02 -0.5331497
# Beginning of the series to April 1st
"/2017-04-01"]
x[# [,1]
# 2017-03-27 0.25155453
# 2017-03-28 -0.09379529
# 2017-03-29 0.44600926
# 2017-03-30 0.18095782
# 2017-03-31 -1.45539421
# 2017-04-01 -0.40129513
You can aggregate a univariate series, or open-high-low-close (OHLC)
data, into a lower frequency OHLC series with the
to.period()
function. There are also convenience functions
for some frequencies (e.g. to.minutes()
,
to.daily()
, to.yearly()
, etc).
data(sample_matrix)
<- as.xts(sample_matrix)
x to.period(x, "months")
# x.Open x.High x.Low x.Close
# 2007-01-31 50.03978 50.77336 49.76308 50.22578
# 2007-02-28 50.22448 51.32342 50.19101 50.77091
# 2007-03-31 50.81620 50.81620 48.23648 48.97490
# 2007-04-30 48.94407 50.33781 48.80962 49.33974
# 2007-05-31 49.34572 49.69097 47.51796 47.73780
# 2007-06-30 47.74432 47.94127 47.09144 47.76719
to.monthly(x) # result has a 'yearmon' index
# x.Open x.High x.Low x.Close
# Jan 2007 50.03978 50.77336 49.76308 50.22578
# Feb 2007 50.22448 51.32342 50.19101 50.77091
# Mar 2007 50.81620 50.81620 48.23648 48.97490
# Apr 2007 48.94407 50.33781 48.80962 49.33974
# May 2007 49.34572 49.69097 47.51796 47.73780
# Jun 2007 47.74432 47.94127 47.09144 47.76719
The period.apply()
function allows you apply a custom
function to non- overlapping intervals. You specify the intervals using
a vector similar to the output of endpoints()
. Like
to.period()
there are convenience functions, like
apply.daily()
, apply.quarterly()
, etc.
# Average monthly value for each column
period.apply(x, endpoints(x, "months"), colMeans)
# Open High Low Close
# 2007-01-31 50.21140 50.31528 50.12072 50.22791
# 2007-02-28 50.78427 50.88091 50.69639 50.79533
# 2007-03-31 49.53185 49.61232 49.40435 49.48246
# 2007-04-30 49.62687 49.71287 49.53189 49.62978
# 2007-05-31 48.31942 48.41694 48.18960 48.26699
# 2007-06-30 47.47717 47.57592 47.38255 47.46899
# Open High Low Close
# 2007-01-31 50.21140 50.31528 50.12072 50.22791
# 2007-02-28 50.78427 50.88091 50.69639 50.79533
# 2007-03-31 49.53185 49.61232 49.40435 49.48246
# 2007-04-30 49.62687 49.71287 49.53189 49.62978
# 2007-05-31 48.31942 48.41694 48.18960 48.26699
# 2007-06-30 47.47717 47.57592 47.38255 47.46899
Ask your question on Stack Overflow or the R-SIG-Finance mailing list (you must subscribe to post).
Please see the Contributing Guide.
Jeffrey Ryan, Joshua Ulrich