Cumulative Sum at Case
The cumulative sum at case (CUSUM value) represents the running total of deviations from the expected performance level up to a specific case number.
In a binary outcome model (e.g., success = 0, complication = 1), the CUSUM at each case is calculated using the formula:
Cₙ = max(0, Cₙ₋₁ + (Xₙ - k))
Where:
Cₙ
= cumulative sum at casen
Cₙ₋₁
= cumulative sum at the previous caseXₙ
= actual outcome of the current case (0 or 1)k
= target complication rate (e.g., 0.1 for 10%)
Interpretation of the CUSUM Value
- A CUSUM of 0 means performance is matching or better than expected.
- A rising CUSUM indicates more complications than expected.
- A declining or flat CUSUM suggests improving or consistent performance.
Case-by-Case Example
If the target complication rate k
is 0.1 and the outcome sequence is:
- Case 1: success →
C₁ = max(0, 0 + (0 - 0.1)) = 0
- Case 2: complication →
C₂ = max(0, 0 + (1 - 0.1)) = 0.9
- Case 3: success →
C₃ = max(0, 0.9 + (0 - 0.1)) = 0.8
The curve visually builds a story of performance across cases, and the CUSUM value at each case becomes a snapshot of deviation from target performance.
Why It Matters
Tracking the cumulative sum at each case:
- Enables real-time feedback
- Helps detect early deviations from the expected outcome rate
- Facilitates monitoring during training and protocol changes
- Supports objective decision-making in quality assurance