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Statistics, experimentation, causal reasoning · insight-0027

Look for other events at the intervention date before attributing a break to your change

Evidence type
documented fact
Difficulty
medium
Roles
Data scientist, Data analyst
Industries
aviation, energy, public-sector

Summary: situation, action, reason, boundary

  1. Situation

    Fares were changed on a route group in March, and an interrupted time series shows a sharp drop in load factor in the same month.

  2. Action

    Build a timeline of known events around the intervention (competitor moves, calendar changes, system releases). Add a control series that was exposed to the other events but not to your change (controlled ITS), and test placebo break dates.

  3. Reason

    ITS handles slow confounders through the trend but has no defence against a confounder that changes at the same moment as the intervention.

  4. Boundary

    Any single-series before/after evaluation in operations, pricing or policy.

Symptom or risk

A coinciding event, such as a competitor adding capacity, a holiday shift or a data pipeline change, produces the break, and the team reverses a good decision.

Exceptions

Randomized rollouts with concurrent controls do not need this reconstruction.

Trade-offs

Suitable control series may be imperfect; their differences need justification.

Pitfalls

Using a control series that the intervention itself affects, such as a neighbouring route that absorbs diverted passengers.

Example

Synthetic airline data: competitor capacity on IST-ADB, IST-AYT and IST-FRA steps up 25% on 2024-03-01, so a March 2024 fare change on those routes is confounded by design.

Lessons and concepts

Claims and their sources