Bell–CHSH tests and local hidden variables
Derive a Bell bound from local response functions and identify the experimental assumptions needed to turn correlations into a valid test.
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The question for today
What you’ll understand
- Derive the CHSH bound under local factorization and independent settings.
- Calculate correlations and the CHSH statistic from outcome counts.
- Separate Bell violation, entanglement, no-signalling, and loophole control.
A Bell test compares correlations from several choices of local measurement, rather than merely observing agreement in one basis. Two separated observers each choose one of two settings and record an outcome plus or minus one. The CHSH inequality constrains a class of models with local response functions and settings statistically independent of their common hidden information. Its violation has precise force only when the trial definition, outcome records, setting choices, and statistical analysis preserve those assumptions.
Four potential responses imply one bound
In a deterministic hidden-variable model, denote Alice's possible responses by A-zero and A-one, and Bob's by B-zero and B-one. Each response is plus or minus one. For a fixed hidden variable, factor the CHSH combination into A-zero times the sum of Bob's responses plus A-one times their difference. Bob's responses are either equal or opposite, so exactly one bracket vanishes and the other equals plus or minus two. Averaging preserves the absolute bound of two.
Stochastic local models obey the same bound because local randomness can be included in an enlarged hidden variable, or treated by convexity. The physical assumption is conditional factorization of the two outcome probabilities given the hidden variable and local settings, together with a hidden-variable distribution independent of the chosen settings. Relabelling outcomes or swapping settings changes signs but not the bound. A single fixed setting cannot supply the four counterfactual response combinations needed to derive the constraint.
Quantum correlations exceed the local polytope
For the two-qubit singlet, measuring spin signs along unit vectors gives correlation minus their scalar product. For example, Alice chooses and , while Bob chooses and . These axes yield three correlations equal to inverse square root of two and a fourth with the opposite sign. Their CHSH magnitude is twice square root of two, the quantum maximum for this scenario. The measurement choices on each side must be incompatible to attain it; replacing all measurements by one common commuting basis cannot produce the same pattern.
Bell violation certifies entanglement under the quantum model, but an entangled mixed state need not violate this particular inequality with the selected measurements. Entanglement and CHSH violation are therefore different tests. The singlet's single-party marginal probabilities remain one half independently of the remote setting. Nonlocal correlations do not provide a controllable faster-than-light communication channel. No-signalling alone permits correlations stronger than the quantum maximum, so it is also a distinct constraint.
An experiment must retain the relevant trials
Estimate each correlation from same-sign counts minus opposite-sign counts divided by all valid trials for that setting pair. Discarding nondetections in a setting-dependent way can manufacture an apparent violation from local data. Either assign outcomes according to a valid protocol or use a suitable inequality and trial scheme that incorporates inefficiency. A fair-sampling assumption is an additional assumption, not a consequence of a large measured CHSH value.
Space-like separation and sufficiently late setting choices address unwanted communication between measurement events. Setting independence addresses correlations between settings and hidden source information; locality alone does not imply it. Finite data also require a stated statistical test, including possible memory effects and any stopping rule. Computing S above two from a small table is an estimate, not by itself a significance claim. Modern experiments combine these controls; a classroom binomial model illustrates counting uncertainty without certifying their complete experimental architecture.
Work it through
Compute CHSH from four count tables
For each setting pair record 200 trials. Pairs 00, 01, and 10 each have 160 same-sign and 40 opposite-sign outcomes. Pair 11 has 40 same-sign and 160 opposite-sign outcomes. Calculate S.
For each of the first three pairs the correlation is (160−40)/200=0.6. The normalization counts every trial in its setting group once, independent of its individual signs.
For pair 11 the correlation is (40−160)/200=−0.6. Insert this with the minus sign in the definition of S rather than subtracting its absolute value.
The result is S=0.6+0.6+0.6−(−0.6)=2.4. It exceeds the local bound 2 and lies below the quantum ceiling about 2.82843.
The estimated CHSH value is 2.4. A conclusion about local models additionally needs valid sampling, setting independence, locality controls, and statistical significance.
The living notebook
Explore the model
Interactive lab · probability
Count agreement at one fixed setting pair
Reset and set success probability p=0.8 and trials n=10, interpreting success only as same-sign agreement for one fixed setting pair. Predict mean agreement count 8 and variance 1.6. Repeat after Reset with both controls p=0.5 and n=10 for mean 5 and variance 2.5. The bars are exact independent binomial probabilities, not sampled detector events; this lab has no entangled pair, four setting choices, CHSH calculation, or loophole analysis.
- Mean · np
- 5
- Variance · np(1−p)
- 2.5
- Total probability
- 1
These are exact binomial probabilities for independent trials with one fixed success probability. Playback tours the distribution; it does not resample outcomes. Parameter changes pause playback and recompute the model at the current elapsed time. Reset restores both parameters and returns time to zero. Playback starts paused. Adjust either parameter, then choose Play or Step.
Look forCounting agreement supports one correlation estimate; a Bell conclusion requires the complete multi-setting experiment.
Pause & reason
Check your understanding
Your turn
Try it yourself
An isotropically noisy singlet has every ideal correlation multiplied by v=0.8. For ideal CHSH axes calculate |S| and the minimum visibility needed for a violation in this model.
Take a moment to make a prediction or work it out on paper. Open a hint when you need one.
Give me a hint
Apply the visibility factor to the four-term combination, then solve a strict inequality.
Compare with the solution
The magnitude is , so it exceeds two in the ideal statistical limit. The threshold follows from , giving . Equality merely saturates the local bound. This is a prediction for a specified white-noise scaling model, with valid trials and ideal axes; finite counts still require an uncertainty analysis.
Keep the idea
Take it with you
- The CHSH bound follows from a particular local, setting-independent model class.
- Entanglement, Bell violation, and no-signalling are related but distinct properties.
- Detection, locality, settings, and finite-sample assumptions govern the interpretation of observed violations.
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