C4 - Invariant points and lines

C4 - Invariant points and lines

A line can stay in the same place even while its individual points move along it. You will find fixed points, distinguish a line of fixed points from an invariant line, and find invariant lines through or away from the origin. Keeping the original and image coordinates separate is the key to the distinction.

Finding fixed points

Can a line remain unchanged while most points on it move? First find what it means for a single point to stay exactly where it is. A point (x,y)(x,y) is fixed when its image is the same point, so both coordinates must be unchanged.

Invariant point

An invariant point, or fixed point, of a matrix transformation M\mathbf{M} satisfies

Mr=r,(M−I)r=0\mathbf{M}\mathbf{r}=\mathbf{r},\qquad (\mathbf{M}-\mathbf{I})\mathbf{r}=\mathbf{0}

The identity matrix has the same order as M\mathbf{M}. The zero vector is always fixed by a linear transformation. This fixed-point condition is not printed in the formula booklet.

Solve the resulting simultaneous equations without assuming the point is non-zero. You may obtain only the origin, a whole line, or every point in the plane. The origin cannot be discarded merely because it has no direction.

Worked example 1: a whole line of fixed points

Question. Find all invariant points of M=(2101)\mathbf{M}=\begin{pmatrix}2&1\\0&1\end{pmatrix}.

Plan. Set each output coordinate equal to its original coordinate.

(2x+yy)=(xy)⟹{x+y=00=0\begin{pmatrix}2x+y\\y\end{pmatrix}=\begin{pmatrix}x\\y\end{pmatrix} \quad\Longrightarrow\quad \begin{cases}x+y=0\\0=0\end{cases}

The second equation imposes no extra restriction; the first says y=−xy=-x.

Answer. Every point on the line y=−xy=-x, including the origin, is invariant.

Check. An arbitrary point on that line is (t,−t)(t,-t). Its image is (2t−t,−t)=(t,−t)(2t-t,-t)=(t,-t) for every real tt, so the complete line is fixed point by point.

Change only the bottom-right entry from 1 to 2. One formerly automatic equation now adds a restriction.

Worked example 2: only the origin remains fixed

Question. Find all invariant points of N=(2102)\mathbf{N}=\begin{pmatrix}2&1\\0&2\end{pmatrix}.

Plan. Solve the two coordinate equations together.

(2x+y2y)=(xy)⟹{x+y=0y=0\begin{pmatrix}2x+y\\2y\end{pmatrix}=\begin{pmatrix}x\\y\end{pmatrix} \quad\Longrightarrow\quad \begin{cases}x+y=0\\y=0\end{cases}

The second equation gives y=0y=0; substituting into the first gives x=0x=0.

Answer. The only invariant point is (0,0)(0,0).

Check. N−I=(1101)\mathbf{N}-\mathbf{I}=\begin{pmatrix}1&1\\0&1\end{pmatrix} has determinant 1, so its homogeneous equations have only the zero solution, agreeing with the coordinate calculation.

At the opposite boundary, if M=I\mathbf{M}=\mathbf{I}, both equations reduce to 0=00=0, so every point is invariant. Also, det⁡M=0\det\mathbf{M}=0 does not itself tell you which points are fixed: the relevant equations use M−I\mathbf{M}-\mathbf{I}.

Watch out

For a fixed point, require Mr=r\mathbf{M}\mathbf{r}=\mathbf{r}, not merely Mr=λr\mathbf{M}\mathbf{r}=\lambda\mathbf{r} for some scalar λ\lambda. Multiplying a non-zero position vector by 2 keeps its direction but moves its endpoint.

Find a fresh fixed-point set.

Fixed points and invariant lines

An invariant line is a statement about a set of points, rather than the location of each individual point. Under (x,y)↦(x,2y)(x,y)\mapsto(x,2y), the vertical axis stays the vertical axis even though (0,1)(0,1) moves to (0,2)(0,2).

Two meanings of unchanged

A line of invariant points is fixed point by point: every point on it satisfies Mr=r\mathbf{M}\mathbf{r}=\mathbf{r}.

A setwise invariant line is mapped onto itself. Points may move along it. A line of invariant points is therefore an invariant line, but an invariant line need not consist of invariant points.

For a line through the origin with non-zero direction vector u\mathbf{u}, all its points have position vectors tut\mathbf{u}. If

Mu=λu,\mathbf{M}\mathbf{u}=\lambda\mathbf{u},

then tu↦λtut\mathbf{u}\mapsto\lambda t\mathbf{u}. When λ≠0\lambda\ne0, this covers the whole same line as tt varies over all real numbers. If λ=1\lambda=1, every point is fixed. If λ≠1\lambda\ne1, only the origin on that line is fixed. A negative λ\lambda moves non-zero points to the opposite ray without changing the line.

The case λ=0\lambda=0 is different: the whole line collapses to the origin. Its image is contained in the original line but is no longer a line, so it is not mapped onto itself. Keeping “onto itself” in the definition avoids treating a collapsed line as an unchanged line.

Worked example 3: a line fixed point by point

Question. For D=(1002)\mathbf{D}=\begin{pmatrix}1&0\\0&2\end{pmatrix}, determine whether y=0y=0 is invariant and whether its points are fixed.

Plan. Transform a general point on the line, rather than checking just the origin.

D(t0)=(t0)(t∈R)\mathbf{D}\begin{pmatrix}t\\0\end{pmatrix}=\begin{pmatrix}t\\0\end{pmatrix} \quad(t\in\mathbb{R})

Answer. The xx-axis is invariant and every point on it is fixed.

Check. The fixed-point equations are x=xx=x and 2y=y2y=y, giving y=0y=0 with xx arbitrary. They recover exactly this line.

Change only the chosen line from the horizontal to the vertical axis. The matrix stays the same.

Worked example 4: an invariant line whose points move

Question. For the same D\mathbf{D}, determine whether x=0x=0 is invariant and whether its points are fixed.

Plan. Transform a general point on the vertical axis and check the whole image set.

D(0t)=(02t)\mathbf{D}\begin{pmatrix}0\\t\end{pmatrix}=\begin{pmatrix}0\\2t\end{pmatrix}

Every output lies on x=0x=0. Every target (0,s)(0,s) on that line is reached by choosing t=s/2t=s/2, so the image is the whole line.

Answer. The vertical axis is setwise invariant, but only its origin is fixed, since 2t=t2t=t requires t=0t=0.

Check. The specific point (0,1)(0,1) moves to (0,2)(0,2), disproving pointwise fixation; applying the reciprocal vertical scale reaches every original point on the axis.

[DIAGRAM: asset_name: A fixed line and a setwise invariant line; asset_slug: aqa7367-fixed-versus-invariant; caption: Under (x,y) maps to (x,2y), the horizontal axis is fixed point by point while points move along the invariant vertical axis; description: Two side-by-side coordinate plots show the same matrix diag(1,2). The left highlights y=0 and a point (2,0) that remains at (2,0). The right highlights x=0 and arrows from (0,1) to (0,2) and from (0,-1) to (0,-2), showing movement within the unchanged line. The origin is marked fixed in both.]
Under (x,y) maps to (x,2y), the horizontal axis is fixed point by point while points move along the invariant vertical axis

This answers the opening question: a set can keep its position while its members move. For a line away from the origin, its direction behaving correctly is necessary but insufficient; its position must also be checked. The next part handles both conditions.

Finding every invariant line

To find all invariant lines, test both a general non-vertical line and the vertical family. Writing only y=mx+qy=mx+q misses every vertical line.

Suppose M=(abcd)\mathbf{M}=\begin{pmatrix}a&b\\c&d\end{pmatrix} and take an input point (x,mx+q)(x,mx+q). Its image is

x′=(a+bm)x+bq,y′=(c+dm)x+dqx'=(a+bm)x+bq,\qquad y'=(c+dm)x+dq

An invariant line requires the output to satisfy the same line equation, y′=mx′+qy'=mx'+q. It does not require x′=xx'=x and y′=yy'=y. Comparing the coefficient of xx and the constant term gives

c+dm=m(a+bm),(d−mb−1)q=0c+dm=m(a+bm),\qquad (d-mb-1)q=0

For the image to cover the whole line, also require a+bm≠0a+bm\ne0; otherwise x′x' is constant and the line collapses to a point. For a non-singular matrix, such a collapse cannot occur, but with a singular matrix check it explicitly.

For a vertical line x=hx=h, transform a general point (h,y)(h,y):

x′=ah+by,y′=ch+dyx'=ah+by,\qquad y'=ch+dy

Keeping x′=hx'=h for every yy requires b=0b=0 and (a−1)h=0(a-1)h=0. Also require d≠0d\ne0 to cover the whole vertical line. These conditions come from substitution; they are not printed in the formula booklet.

Worked example 5: invariant lines away from the origin

Question. Find every invariant line for M=(2001)\mathbf{M}=\begin{pmatrix}2&0\\0&1\end{pmatrix}.

Plan. Test y=mx+qy=mx+q, compare coefficients, then test x=hx=h separately.

A point on a non-vertical line has image (x′,y′)=(2x,mx+q)(x',y')=(2x,mx+q). Requiring y′=mx′+qy'=mx'+q gives

mx+q=2mx+qfor every x⟹m=0mx+q=2mx+q\quad\text{for every }x \quad\Longrightarrow\quad m=0

There is no restriction on qq. Each horizontal line y=qy=q maps onto itself because x′=2xx'=2x ranges over all real numbers.

For a vertical line x=hx=h, its image has x′=2hx'=2h, so

2h=h⟹h=02h=h\quad\Longrightarrow\quad h=0

On x=0x=0, the image coordinate y′=yy'=y covers the whole line.

Answer. Every horizontal line y=qy=q, where q∈Rq\in\mathbb{R}, and the vertical line x=0x=0.

Check. A general (t,q)(t,q) maps to (2t,q)(2t,q), with any desired first coordinate reached by halving it. A general (0,t)(0,t) stays fixed. These substitutions verify both families and their different pointwise behaviour.

Change only the vertical scale from 1 to 3. Lines away from the origin now change their height.

Worked example 6: when the intercept must vanish

Question. Find every invariant line for N=(2003)\mathbf{N}=\begin{pmatrix}2&0\\0&3\end{pmatrix}.

Plan. Keep the intercept until coefficient comparison shows whether it is allowed.

(x,mx+q)↦(2x,3mx+3q)(x,mx+q)\mapsto(2x,3mx+3q)

For the image to lie on the original line,

3mx+3q=2mx+qfor every x⟹m=0, q=03mx+3q=2mx+q\quad\text{for every }x \quad\Longrightarrow\quad m=0,\ q=0

Thus the only non-vertical invariant line is y=0y=0. For x=hx=h, the condition 2h=h2h=h gives h=0h=0, and the output y′=3yy'=3y covers that vertical line.

Answer. Exactly the two coordinate axes, y=0y=0 and x=0x=0.

Check. The axes are multiplied along themselves by 2 and 3. Any horizontal line y=q≠0y=q\ne0 instead goes to the different line y=3qy=3q. On either invariant axis, only the origin is fixed.

For a non-diagonal matrix, coefficient comparison can produce a quadratic in the slope. A lack of real roots excludes non-vertical invariant lines; you must still check the vertical case before claiming there are no invariant lines at all.

Worked example 7: proving there are no invariant lines

Question. Prove that C=(1−111)\mathbf{C}=\begin{pmatrix}1&-1\\1&1\end{pmatrix} has no invariant lines.

Plan. Show no real slope is possible, then rule out vertical lines.

For y=mx+qy=mx+q,

x′=(1−m)x−q,y′=(1+m)x+qx'=(1-m)x-q,\qquad y'=(1+m)x+q

The coefficient condition in y′=mx′+qy'=mx'+q would require

1+m=m(1−m)⟹m2+1=01+m=m(1-m)\quad\Longrightarrow\quad m^2+1=0

There is no real solution for mm, whatever qq is. A vertical input line x=hx=h has x′=h−yx'=h-y, which varies with yy; it cannot remain the line x=hx=h.

Answer. There are no non-vertical or vertical invariant lines, hence no invariant lines at all.

Check. C\mathbf{C} is 2\sqrt2 times a rotation through π4\frac{\pi}{4}. Every direction turns through π4\frac{\pi}{4}, so no line direction can remain the same. This geometrical check agrees with the algebra.

A direction condition alone cannot locate a line away from the origin. For a general line r=p+tu\mathbf{r}=\mathbf{p}+t\mathbf{u}, with u≠0\mathbf{u}\ne\mathbf{0}, its image is Mp+tMu\mathbf{M}\mathbf{p}+t\mathbf{M}\mathbf{u}. It maps onto the same line exactly when Mu=λu\mathbf{M}\mathbf{u}=\lambda\mathbf{u} for some λ≠0\lambda\ne0 and Mp−p\mathbf{M}\mathbf{p}-\mathbf{p} is parallel to u\mathbf{u}. The first condition preserves direction; the second preserves the line's position. This is the vector version of the coefficient and constant-term checks above.

Watch out

Use x′,y′x',y' for image coordinates. Setting them equal to x,yx,y finds fixed points and can miss invariant lines whose points move. Also, dividing by xx too early can hide the vertical family; test x=hx=h separately.

Finish with a matrix that has both a family away from the origin and an oblique fixed line.

Quick Recap

  • Fixed points solve Mr=r\mathbf{M}\mathbf{r}=\mathbf{r}, including the origin.
  • A line of fixed points is stronger than a setwise invariant line: points on an invariant line may move.
  • For y=mx+qy=mx+q, require its image coordinates to satisfy y′=mx′+qy'=mx'+q for every input point.
  • Test vertical lines separately and exclude a collapse to a point when asking for a line mapped onto itself.

Yes: a line can stay unchanged while its points move along it, as the vertical axis does under (x,y)↦(x,2y)(x,y)\mapsto(x,2y).