Expectation & Uncertainty

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Expectation & Uncertainty

A single measurement gives one random eigenvalue; many measurements give a distribution. Its first two moments — the expectation value and the variance — summarize what an observable does to a state. The deepest structural fact in this lesson is that you cannot make two observables both sharp at once unless they commute: the Robertson uncertainty relation. We derive it from a single line of Cauchy–Schwarz, and see exactly where Heisenberg's ΔxΔp\Delta x\,\Delta p comes from.

Learning Objectives

After this lesson you will be able to:

  1. Compute the expectation value A=ψAψ=kλkpk\langle A\rangle = \langle\psi|A|\psi\rangle = \sum_k\lambda_k p_k and prove the two forms agree.
  2. Compute the variance (ΔA)2=A2A2(\Delta A)^2 = \langle A^2\rangle - \langle A\rangle^2 and interpret ΔA=0\Delta A = 0 as "definite value".
  3. Derive the Robertson uncertainty relation ΔAΔB12[A,B]\Delta A\,\Delta B \ge \tfrac12|\langle[A,B]\rangle| via the Cauchy–Schwarz inequality.
  4. Apply it to Pauli observables, e.g. bound ΔXΔZ\Delta X\,\Delta Z using [X,Z]=2iY[X,Z]=-2iY.
  5. Distinguish compatible (commuting) from incompatible observables and state when joint measurement / a common eigenbasis exists.

Intuition

Run the same measurement on many identically prepared copies of ψ|\psi\rangle and histogram the eigenvalues you read off. The expectation value A\langle A\rangle is the mean of that histogram; the variance (ΔA)2(\Delta A)^2 is its spread. If ψ|\psi\rangle happens to be an eigenstate of AA, the histogram is a single spike — zero spread, a definite value.

Now the surprise. For one observable you can always find states with zero spread (the eigenstates). But you generally cannot find a state that is simultaneously spike-sharp for two different observables, like XX and ZZ. The obstruction is algebraic: XX and ZZ do not commute. The Robertson relation turns "how badly they fail to commute" — the size of [A,B]\langle[A,B]\rangle — into a hard lower bound on the product of spreads. Incompatibility is not a measurement clumsiness; it is geometry forced by non-commuting operators.


Theory

Expectation value

Definition. For an observable A=AA=A^\dagger and normalized state ψ|\psi\rangle, the expectation value is

A  :=  ψAψ. \langle A\rangle \;:=\; \langle\psi|A|\psi\rangle .

This is the probability-weighted mean of the eigenvalues. Insert the spectral decomposition A=kλkPkA=\sum_k\lambda_k P_k from Lesson 1:

A=ψ(kλkPk)ψ=kλkψPkψ=kλkpk, \langle A\rangle = \langle\psi|\Big(\sum_k\lambda_k P_k\Big)|\psi\rangle = \sum_k \lambda_k\,\langle\psi|P_k|\psi\rangle = \sum_k \lambda_k\,p_k ,

which is exactly the classical mean kλkPr[outcome k]\sum_k\lambda_k\,\Pr[\text{outcome }k]. So "ψAψ\langle\psi|A|\psi\rangle" and "average the eigenvalues against the Born probabilities" are the same number — one computed from the operator, one from the experiment. Because AA is Hermitian and the pkp_k are real, AR\langle A\rangle\in\mathbb R.

Properties (all immediate from linearity of the inner product):

  • Linearity: aA+bB=aA+bB\langle aA + bB\rangle = a\langle A\rangle + b\langle B\rangle for real a,ba,b.
  • Reality: A=A\langle A\rangle = \overline{\langle A\rangle} since $\langle\psi|A|\psi\rangle = \overline{\langle\psi|A^\dagger|\psi\rangle} = \overline{\langle A\rangle}$.
  • Trace form: A=Tr(ρA)\langle A\rangle = \operatorname{Tr}(\rho A) with ρ=ψψ\rho=|\psi\rangle\langle\psi| (0.1.3 E5) — the form that generalizes to mixed states in Term 1.5.

Variance and the standard deviation

Definition. The variance of AA in state ψ|\psi\rangle is

(ΔA)2  :=  (AAI)2=A2A2, (\Delta A)^2 \;:=\; \big\langle (A - \langle A\rangle I)^2\big\rangle = \langle A^2\rangle - \langle A\rangle^2,

and the uncertainty (standard deviation) is ΔA=(ΔA)20\Delta A = \sqrt{(\Delta A)^2}\ge 0.

The two expressions agree by expanding and using linearity (write μ=A\mu=\langle A\rangle, a real scalar):

(AμI)2=A22μA+μ2I=A22μA+μ2=A2μ2. \big\langle (A-\mu I)^2\big\rangle = \langle A^2 - 2\mu A + \mu^2 I\rangle = \langle A^2\rangle - 2\mu\langle A\rangle + \mu^2 = \langle A^2\rangle - \mu^2 .

Define the centered operator Aˉ:=AAI\bar A := A - \langle A\rangle I (Hermitian, with Aˉ=0\langle\bar A\rangle=0). Then a clean restatement we will use in the derivation:

(ΔA)2=Aˉ2=ψAˉAˉψ=Aˉψ2. (\Delta A)^2 = \langle \bar A^2\rangle = \langle\psi|\bar A^\dagger \bar A|\psi\rangle = \|\bar A|\psi\rangle\|^2 .

So the variance is a squared norm — automatically 0\ge 0, and zero iff Aˉψ=0\bar A|\psi\rangle = 0, i.e. iff Aψ=AψA|\psi\rangle = \langle A\rangle|\psi\rangle: the state is an eigenstate and the value is definite. This recovers the Lesson 1 observation that eigenstates give deterministic outcomes, now phrased as ΔA=0\Delta A = 0.

The Robertson uncertainty relation

Theorem (Robertson, 1929). For any two observables A=AA=A^\dagger, B=BB=B^\dagger and any normalized state ψ|\psi\rangle,

  ΔAΔB    12[A,B]  . \boxed{\;\Delta A\,\Delta B \;\ge\; \tfrac12\big|\langle[A,B]\rangle\big|\;}.

Derivation. Let Aˉ=AAI\bar A = A-\langle A\rangle I and Bˉ=BBI\bar B = B-\langle B\rangle I (both Hermitian), and define the vectors

f:=Aˉψ,g:=Bˉψ. |f\rangle := \bar A|\psi\rangle, \qquad |g\rangle := \bar B|\psi\rangle .

By the variance-as-norm identity, (ΔA)2=ff(\Delta A)^2 = \langle f|f\rangle and (ΔB)2=gg(\Delta B)^2 = \langle g|g\rangle. The Cauchy–Schwarz inequality (0.1.2) gives

(ΔA)2(ΔB)2=ffgg    fg2.(1) (\Delta A)^2 (\Delta B)^2 = \langle f|f\rangle\langle g|g\rangle \;\ge\; |\langle f|g\rangle|^2 . \tag{1}

Now compute the cross term fg=ψAˉBˉψ\langle f|g\rangle = \langle\psi|\bar A\bar B|\psi\rangle (using Aˉ=Aˉ\bar A^\dagger=\bar A). Split any product into its Hermitian (anticommutator) and anti-Hermitian (commutator) parts:

AˉBˉ=12{Aˉ,Bˉ}+12[Aˉ,Bˉ]. \bar A\bar B = \tfrac12\{\bar A,\bar B\} + \tfrac12[\bar A,\bar B].

Take expectations. The anticommutator {Aˉ,Bˉ}\{\bar A,\bar B\} is Hermitian, so {Aˉ,Bˉ}\langle\{\bar A,\bar B\}\rangle is real; the commutator [Aˉ,Bˉ][\bar A,\bar B] is anti-Hermitian ([Aˉ,Bˉ]=[Aˉ,Bˉ][\bar A,\bar B]^\dagger = -[\bar A,\bar B]), so [Aˉ,Bˉ]\langle[\bar A,\bar B]\rangle is purely imaginary. Hence

fg=12{Aˉ,Bˉ}real+12[Aˉ,Bˉ]imaginary, \langle f|g\rangle = \underbrace{\tfrac12\langle\{\bar A,\bar B\}\rangle}_{\text{real}} + \underbrace{\tfrac12\langle[\bar A,\bar B]\rangle}_{\text{imaginary}},

and because the real and imaginary parts add in quadrature,

fg2=14{Aˉ,Bˉ}2+14[Aˉ,Bˉ]2    14[Aˉ,Bˉ]2.(2) |\langle f|g\rangle|^2 = \tfrac14\big|\langle\{\bar A,\bar B\}\rangle\big|^2 + \tfrac14\big|\langle[\bar A,\bar B]\rangle\big|^2 \;\ge\; \tfrac14\big|\langle[\bar A,\bar B]\rangle\big|^2 . \tag{2}

Finally, the constant shifts cancel in the commutator: [Aˉ,Bˉ]=[AAI,BBI]=[A,B][\bar A,\bar B] = [A - \langle A\rangle I,\,B-\langle B\rangle I] = [A,B] (the identity commutes with everything). Chaining (1) and (2),

(ΔA)2(ΔB)2    fg2    14[A,B]2. (\Delta A)^2(\Delta B)^2 \;\ge\; |\langle f|g\rangle|^2 \;\ge\; \tfrac14|\langle[A,B]\rangle|^2 .

Taking nonnegative square roots gives ΔAΔB12[A,B]\Delta A\,\Delta B \ge \tfrac12|\langle[A,B]\rangle|. ∎

Reading the bound. The right-hand side is state-dependent — it is 12ψ[A,B]ψ\tfrac12|\langle\psi|[A,B]|\psi\rangle|, not a universal constant (except in special cases like [x,p]=iI[x,p]=iI, where it becomes the Heisenberg constant 12\tfrac12). Dropping the anticommutator term in (2) is the only inequality besides Cauchy–Schwarz; keeping it gives the tighter Schrödinger uncertainty relation (Exercise E5).

Heisenberg as a special case. For position and momentum, [x^,p^]=iI[\hat x,\hat p] = i\hbar I (here =1\hbar=1 per Appendix C), so [x^,p^]=i\langle[\hat x,\hat p]\rangle = i for every state and Robertson collapses to the familiar ΔxΔp12\Delta x\,\Delta p\ge \tfrac12. The qubit Pauli version below is the finite-dimensional analog.

Example structure: Pauli observables

For the Paulis, [X,Z]=XZZX[X,Z] = XZ - ZX. Using the Pauli algebra (Appendix E), XZ=iYXZ = -iY and ZX=+iYZX = +iY, so

[X,Z]=iYiY=2iY. [X,Z] = -iY - iY = -2iY .

(Equivalently from [σj,σk]=2iεjklσl[\sigma_j,\sigma_k]=2i\varepsilon_{jkl}\sigma_l: [X,Z]=2iεxzyY=2iY[X,Z]=2i\varepsilon_{xzy}Y = -2iY.) Robertson then reads

ΔXΔZ    122iY=Y. \Delta X\,\Delta Z \;\ge\; \tfrac12|\langle -2iY\rangle| = |\langle Y\rangle| .

So the product of XX- and ZZ-spreads is bounded below by the magnitude of the YY-expectation. On 0|0\rangle: X=Y=0\langle X\rangle=\langle Y\rangle=0, Z=1\langle Z\rangle=1, X2=Z2=1\langle X^2\rangle=\langle Z^2\rangle=1 (since X2=Z2=IX^2=Z^2=I). Thus ΔX=1\Delta X = 1, ΔZ=0\Delta Z = 0, product =0=0, and the bound Y=0|\langle Y\rangle|=0 holds with equality — ZZ is sharp, so the relation permits XX to be maximally spread. On +i=12(0+i1)|{+}i\rangle = \tfrac1{\sqrt2}(|0\rangle+i|1\rangle) (the +1+1 eigenstate of YY): Y=1\langle Y\rangle = 1, X=Z=0\langle X\rangle = \langle Z\rangle = 0, so ΔX=ΔZ=1\Delta X = \Delta Z = 1 and the bound is again saturated: 11=Y=11\cdot1 = |\langle Y\rangle| = 1.

Compatible vs. incompatible observables

Definition. Observables A,BA,B are compatible if [A,B]=0[A,B]=0, else incompatible.

Theorem (simultaneous diagonalization). Two Hermitian operators commute iff they share a common orthonormal eigenbasis.

Sketch. (\Leftarrow) If both are diagonal in {vk}\{|v_k\rangle\} they trivially commute. (\Rightarrow) If [A,B]=0[A,B]=0 and Av=λvA|v\rangle=\lambda|v\rangle, then A(Bv)=B(Av)=λ(Bv)A(B|v\rangle) = B(A|v\rangle) = \lambda(B|v\rangle), so BB preserves each λ\lambda-eigenspace of AA; restrict BB (still Hermitian) to that eigenspace and diagonalize it there, repeating per eigenspace. The combined eigenvectors diagonalize both. ∎

Consequences for measurement:

  • Compatible ([A,B]=0[A,B]=0): there is a common eigenbasis {vk}\{|v_k\rangle\} with Avk=akvkA|v_k\rangle=a_k|v_k\rangle and Bvk=bkvkB|v_k\rangle=b_k|v_k\rangle. A single projective measurement in that basis returns both values (ak,bk)(a_k,b_k) at once — they are jointly measurable, the order does not matter, and Robertson's bound is vacuous ([A,B]=0\langle[A,B]\rangle=0, allowing ΔA=ΔB=0\Delta A=\Delta B=0 simultaneously, e.g. on a common eigenstate).
  • Incompatible ([A,B]0[A,B]\ne0): no common eigenbasis, measuring one disturbs the other, and Robertson forces ΔAΔB>0\Delta A\,\Delta B > 0 on any state where [A,B]0\langle[A,B]\rangle\ne0. XX and ZZ are the canonical example.

This is the precise statement of "you can't measure both at once": not a limit of apparatus, but the non-existence of a basis in which both are diagonal. Generalized (non-projective) measurements can trade off information about incompatible observables — the subject of Lesson 3.


Worked Examples

Example 1 — Mean and variance of ZZ on a general qubit

Let ψ=cosθ20+eiϕsinθ21|\psi\rangle = \cos\tfrac\theta2|0\rangle + e^{i\phi}\sin\tfrac\theta2|1\rangle (Bloch angles; Term 1.2). Then with Z=diag(1,1)Z=\operatorname{diag}(1,-1),

Z=cos2θ2sin2θ2=cosθ. \langle Z\rangle = \cos^2\tfrac\theta2 - \sin^2\tfrac\theta2 = \cos\theta .

Since Z2=IZ^2 = I, Z2=1\langle Z^2\rangle = 1, so

(ΔZ)2=Z2Z2=1cos2θ=sin2θ,ΔZ=sinθ. (\Delta Z)^2 = \langle Z^2\rangle - \langle Z\rangle^2 = 1 - \cos^2\theta = \sin^2\theta, \qquad \Delta Z = |\sin\theta| .

The spread vanishes at the poles (θ=0,π\theta=0,\pi, the eigenstates 0,1|0\rangle,|1\rangle) and is maximal on the equator (θ=π/2\theta=\pi/2, e.g. +|+\rangle), where ΔZ=1\Delta Z = 1 — matching Example 1 of Lesson 1.

Example 2 — Saturating ΔXΔZY\Delta X\,\Delta Z \ge |\langle Y\rangle|

Take ψ=+i=12(0+i1)|\psi\rangle = |{+}i\rangle = \tfrac1{\sqrt2}(|0\rangle + i|1\rangle), the +1+1-eigenstate of YY.

Expectations. X=+iX+i=0\langle X\rangle = \langle{+}i|X|{+}i\rangle = 0 and Z=0\langle Z\rangle = 0 (the Bloch vector points along +y+y, so xx- and zz-components vanish), while Y=1\langle Y\rangle = 1.

Variances. X2=Z2=IX2=Z2=1X^2=Z^2=I\Rightarrow\langle X^2\rangle=\langle Z^2\rangle=1, so (ΔX)2=10=1(\Delta X)^2 = 1 - 0 = 1 and likewise (ΔZ)2=1(\Delta Z)^2 = 1; hence ΔX=ΔZ=1\Delta X=\Delta Z=1.

Bound. ΔXΔZ=1\Delta X\,\Delta Z = 1 and the Robertson right-hand side is 12[X,Z]=122iY=Y=1\tfrac12|\langle[X,Z]\rangle| = \tfrac12|\langle -2iY\rangle| = |\langle Y\rangle| = 1. The inequality is an equality+i|{+}i\rangle is a minimum-uncertainty state for the pair (X,Z)(X,Z). (Geometrically, maximizing Y|\langle Y\rangle| while keeping X=Z=0\langle X\rangle=\langle Z\rangle=0 pushes both spreads to their largest equal value, and Cauchy–Schwarz is tight because f|f\rangle and g|g\rangle are proportional — see the NumPy check below.)


Hands-on (Python)

We compute expectations and variances exactly, then numerically verify the Robertson bound over many random states — and find the states that saturate it.

import numpy as np

I = np.eye(2, dtype=complex)
X = np.array([[0, 1], [1, 0]], dtype=complex)
Y = np.array([[0, -1j], [1j, 0]], dtype=complex)
Z = np.array([[1, 0], [0, -1]], dtype=complex)


def expectation(A, psi):
    """<A> = <psi|A|psi>, returned as a real float (A is Hermitian)."""
    return np.real(psi.conj() @ (A @ psi))


def variance(A, psi):
    """(ΔA)^2 = <A^2> - <A>^2."""
    return expectation(A @ A, psi) - expectation(A, psi) ** 2


def uncertainty(A, psi):
    return np.sqrt(max(variance(A, psi), 0.0))    # clip tiny negatives from roundoff


def random_qubit(rng):
    """Haar-ish random pure qubit: normalize a complex Gaussian vector."""
    v = rng.normal(size=2) + 1j * rng.normal(size=2)
    return v / np.linalg.norm(v)


# Commutator [X, Z] = -2 i Y  (sanity check)
comm_XZ = X @ Z - Z @ X
print("[X,Z] == -2iY :", np.allclose(comm_XZ, -2j * Y))   # True
# Verify Robertson:  ΔA ΔB >= (1/2)|<[A,B]>|  for many random states and Pauli pairs
rng = np.random.default_rng(1)
pairs = {"(X,Z)": (X, Z), "(X,Y)": (X, Y), "(Y,Z)": (Y, Z)}

worst_slack = {}
for name, (A, B) in pairs.items():
    comm = A @ B - B @ A
    min_slack = np.inf
    for _ in range(100_000):
        psi = random_qubit(rng)
        lhs = uncertainty(A, psi) * uncertainty(B, psi)
        rhs = 0.5 * np.abs(psi.conj() @ (comm @ psi))   # (1/2)|<[A,B]>|
        slack = lhs - rhs
        assert slack >= -1e-9, f"Robertson violated for {name}: {slack}"
        min_slack = min(min_slack, slack)
    worst_slack[name] = min_slack

print("Min (LHS - RHS) over 100k random states (>=0 confirms the bound):")
for name, s in worst_slack.items():
    print(f"  {name}: {s:.2e}")   # ~0  -> the bound is tight (saturated somewhere)
# Saturation: |+i> is a minimum-uncertainty state for (X, Z).
plus_i = np.array([1, 1j], dtype=complex) / np.sqrt(2)
dX, dZ = uncertainty(X, plus_i), uncertainty(Z, plus_i)
rhs = abs(expectation(Y, plus_i))               # (1/2)|<[X,Z]>| = |<Y>|
print(f"ΔX·ΔZ = {dX*dZ:.4f},  |<Y>| = {rhs:.4f}  -> equality:",
      np.isclose(dX * dZ, rhs))                  # True

# Why it saturates: f = (X-<X>)|ψ> and g = (Z-<Z>)|ψ> are proportional (Cauchy–Schwarz tight).
f = (X - expectation(X, plus_i) * I) @ plus_i
g = (Z - expectation(Z, plus_i) * I) @ plus_i
ratio = f / g                                    # constant (up to roundoff) where g != 0
print("f ∝ g :", np.allclose(ratio[0], ratio[1]))   # True

The empirical loop is a property test: we never construct an adversarial state, we sample broadly and assert the inequality holds (with min_slack ≈ 0 proving it is tight, not loose). This is the standard way to gain confidence in an analytic bound before trusting a derivation in code.


Exercises

E1 (easy). For ψ=+|\psi\rangle = |+\rangle, compute X\langle X\rangle, Z\langle Z\rangle, and the variances (ΔX)2(\Delta X)^2, (ΔZ)2(\Delta Z)^2.

Solution

+|+\rangle is the +1+1-eigenstate of XX, so X=1\langle X\rangle = 1 and (since X2=IX^2=I) (ΔX)2=11=0(\Delta X)^2 = 1 - 1 = 0. For ZZ: Z=12(1)+12(1)=0\langle Z\rangle = \tfrac12(1) + \tfrac12(-1) = 0, Z2=1\langle Z^2\rangle=1, so (ΔZ)2=1(\Delta Z)^2 = 1. The XX value is sharp, the ZZ value maximally spread — consistent with +|+\rangle being an XX-eigenstate.

E2 (easy). Show that ΔA=0\Delta A = 0 if and only if ψ|\psi\rangle is an eigenstate of AA.

Solution

(ΔA)2=(AAI)ψ2(\Delta A)^2 = \|(A-\langle A\rangle I)|\psi\rangle\|^2. A squared norm is 00 iff the vector is 00, i.e. Aψ=AψA|\psi\rangle = \langle A\rangle|\psi\rangle — exactly the eigenvalue equation with eigenvalue A\langle A\rangle. ∎

E3 (medium). Verify the Robertson bound for A=XA=X, B=ZB=Z on the state 0|0\rangle, and explain why it holds with equality despite XX and ZZ not commuting.

Solution

On 0|0\rangle: X=0(ΔX)2=X2=1\langle X\rangle=0\Rightarrow(\Delta X)^2 = \langle X^2\rangle = 1, so ΔX=1\Delta X=1; Z=1(ΔZ)2=11=0\langle Z\rangle = 1\Rightarrow(\Delta Z)^2 = 1-1 = 0, so ΔZ=0\Delta Z=0. Product =0=0. RHS: 12[X,Z]=0Y0=0\tfrac12|\langle[X,Z]\rangle| = |\langle 0|Y|0\rangle| = 0. Equality holds because the bound itself vanishes here: Y=0\langle Y\rangle = 0 on 0|0\rangle. Non-commutativity forbids both being sharp only where [A,B]0\langle[A,B]\rangle\ne0; on 0|0\rangle the commutator's expectation is zero, so one observable (ZZ) is allowed to be perfectly sharp.

E4 (medium). Prove that if [A,B]=0[A,B]=0 (with A,BA,B Hermitian) then there exists a state with ΔA=ΔB=0\Delta A = \Delta B = 0 simultaneously, and conversely give a pair where no such state exists.

Solution

If [A,B]=0[A,B]=0 they share an orthonormal eigenbasis {vk}\{|v_k\rangle\} (simultaneous-diagonalization theorem). Take ψ=vk|\psi\rangle=|v_k\rangle: it is an eigenstate of both, so ΔA=ΔB=0\Delta A=\Delta B=0 by E2. Conversely, for A=XA=X, B=ZB=Z ([X,Z]=2iY0[X,Z]=-2iY\ne0): a common-zero-spread state would be a simultaneous eigenstate, hence a common eigenvector, which would force X,ZX,Z to commute — contradiction. So no qubit state has ΔX=ΔZ=0\Delta X=\Delta Z=0 together. ∎

E5 (hard). Derive the Schrödinger uncertainty relation by keeping the anticommutator term:

(ΔA)2(ΔB)212{A,B}AB2+12i[A,B]2. (\Delta A)^2(\Delta B)^2 \ge \Big|\tfrac12\langle\{A,B\}\rangle - \langle A\rangle\langle B\rangle\Big|^2 + \Big|\tfrac1{2i}\langle[A,B]\rangle\Big|^2 .
Solution

From the derivation, fg=12{Aˉ,Bˉ}+12[Aˉ,Bˉ]\langle f|g\rangle = \tfrac12\langle\{\bar A,\bar B\}\rangle + \tfrac12\langle[\bar A,\bar B]\rangle with the first term real and the second imaginary. Cauchy–Schwarz gives (ΔA)2(ΔB)2fg2=(12{Aˉ,Bˉ})2+(12i[Aˉ,Bˉ])2(\Delta A)^2(\Delta B)^2 \ge |\langle f|g\rangle|^2 = \big(\tfrac12\langle\{\bar A,\bar B\}\rangle\big)^2 + \big(\tfrac1{2i}\langle[\bar A,\bar B]\rangle\big)^2 (real2^2 + imag2^2, writing the imaginary part as 12i[Aˉ,Bˉ]R\tfrac1{2i}\langle[\bar A,\bar B]\rangle\in\mathbb R). Now [Aˉ,Bˉ]=[A,B][\bar A,\bar B]=[A,B], and the anticommutator expands as $\langle{\bar A,\bar B}\rangle = \langle{A,B}\rangle - 2\langle A\rangle\langle B\rangle$ (the cross terms; check by expanding Aˉ=AAI\bar A = A-\langle A\rangle I). Substituting yields the stated relation. Dropping the (nonnegative) anticommutator/covariance term recovers Robertson. ∎

E6 (hard). Show A\langle A\rangle is the value of cc minimizing (AcI)2\langle(A-cI)^2\rangle, and that the minimum equals (ΔA)2(\Delta A)^2. (The mean is the least-squares predictor — the quantum echo of the classical fact that E[X]\mathbb E[X] minimizes mean-squared error.)

Solution

g(c):=(AcI)2=A22cA+c2g(c) := \langle(A-cI)^2\rangle = \langle A^2\rangle - 2c\langle A\rangle + c^2 (real, quadratic in cc). g(c)=2A+2c=0c=Ag'(c) = -2\langle A\rangle + 2c = 0 \Rightarrow c = \langle A\rangle, a minimum since g=2>0g''=2>0. The minimum value g(A)=A2A2=(ΔA)2g(\langle A\rangle) = \langle A^2\rangle - \langle A\rangle^2 = (\Delta A)^2. ∎ This is why the variance is the natural measure of spread: it is the irreducible mean-squared deviation after optimally centering.


Checkpoint

  1. Prove ψAψ=kλkpk\langle\psi|A|\psi\rangle = \sum_k\lambda_k p_k for an observable with spectral decomposition A=kλkPkA=\sum_k\lambda_k P_k.
  2. Why is (ΔA)2=A2A2(\Delta A)^2 = \langle A^2\rangle - \langle A\rangle^2 always 0\ge 0, and when is it 00?
  3. State the Robertson relation and name the single inequality at the heart of its proof.
  4. Why does only the commutator (not the anticommutator) appear in the Robertson bound?
  5. Compute [X,Z][X,Z] and the resulting bound on ΔXΔZ\Delta X\,\Delta Z.
  6. What does [A,B]=0[A,B]=0 imply about jointly measuring AA and BB?
Answers
  1. ψAψ=kλkψPkψ=kλkpk\langle\psi|A|\psi\rangle = \sum_k\lambda_k\langle\psi|P_k|\psi\rangle = \sum_k\lambda_k p_k since pk=ψPkψp_k=\langle\psi|P_k|\psi\rangle (Born rule).
  2. It equals (AAI)ψ2\|(A-\langle A\rangle I)|\psi\rangle\|^2, a squared norm, hence 0\ge0; it is 00 iff ψ|\psi\rangle is an eigenstate of AA.
  3. ΔAΔB12[A,B]\Delta A\,\Delta B\ge\tfrac12|\langle[A,B]\rangle|; the heart is the Cauchy–Schwarz inequality applied to f=Aˉψ|f\rangle=\bar A|\psi\rangle, g=Bˉψ|g\rangle=\bar B|\psi\rangle.
  4. fg2|\langle f|g\rangle|^2 splits into a real part (anticommutator) plus imaginary part (commutator) in quadrature; dropping the nonnegative anticommutator term keeps the commutator, giving the bound. (Keeping it yields the tighter Schrödinger relation.)
  5. [X,Z]=2iY[X,Z]=-2iY, so ΔXΔZ122iY=Y\Delta X\,\Delta Z\ge\tfrac12|\langle-2iY\rangle| = |\langle Y\rangle|.
  6. Commuting observables share an eigenbasis, so a single measurement in that basis returns both values at once (joint measurability), order-independent, with no forced uncertainty trade-off.

Further Reading

  • [NC] Nielsen & Chuang, §2.2.5 — expectation/variance of observables; the uncertainty principle as presented for measurement.
  • [Sak] Sakurai & Napolitano, §1.4 — dispersion, the uncertainty relation, and compatible/incompatible observables with the simultaneous-diagonalization theorem.
  • [Pre] Preskill, Ph219, Ch. 2–3 — operators, expectation values, and commutation.

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