长期持有港金所持股:年化收益率（8.25%）
本策略旨在模拟长期投资于一组预先选定的股票的表现。策略在回测开始时买入用户指定的股票列表，并在整个回测期间持续持有，不做任何交易操作，以观察长期持有的投资效果。
概要
核心指标
- 累计收益率: 39.99%
- 年化收益率: 8.25%
- 基准收益率: -26.46%
- 阿尔法: 0.11
- 夏普比率: 0.35
- 最大回撤: 17.39%
源码
查看AI策略代码
绩效
持仓详情
|
当日收盘价 | 当日市值 | 浮动收益/浮动收益率
|
|||||
|---|---|---|---|---|---|---|---|
| 2025-06-06 | 鲁泰A(000726.SZ) | 6.193355559291 | 107082 | 1069 | 6.41 | 686395.62 | 23198.72/3.498% |
| 2025-06-06 | 宁沪高速(600377.SH) | 7.5175951835643 | 44099 | 1069 | 16.06 | 708229.94 | 376711.51/113.632% |
| 2025-06-05 | 鲁泰A(000726.SZ) | 6.193355559291 | 107082 | 1068 | 6.36 | 681041.52 | 17844.62/2.691% |
| 2025-06-05 | 宁沪高速(600377.SH) | 7.5175951835643 | 44099 | 1068 | 16.16 | 712639.84 | 381121.41/114.962% |
| 2025-06-04 | 鲁泰A(000726.SZ) | 6.193355559291 | 107082 | 1067 | 6.49 | 694962.18 | 31765.28/4.79% |
| 2025-06-04 | 宁沪高速(600377.SH) | 7.5175951835643 | 44099 | 1067 | 15.99 | 705143.01 | 373624.58/112.701% |
| 2025-06-03 | 鲁泰A(000726.SZ) | 6.193355559291 | 107082 | 1066 | 6.39 | 684253.98 | 21057.08/3.175% |
| 2025-06-03 | 宁沪高速(600377.SH) | 7.5175951835643 | 44099 | 1066 | 15.9 | 701174.1 | 369655.67/111.504% |
| 2025-05-30 | 鲁泰A(000726.SZ) | 6.193355559291 | 107082 | 1065 | 6.31 | 675687.42 | 12490.52/1.883% |
| 2025-05-30 | 宁沪高速(600377.SH) | 7.5175951835643 | 44099 | 1065 | 16.36 | 721459.64 | 389941.21/117.623% |
交易详情
| 2024-12-19 | 鲁泰A(000726.SZ) | 买 | 797 | 6.66 | -6.23 | ¥0 | 0 |
| 2024-11-08 | 鲁泰A(000726.SZ) | 买 | 1605 | 6.52 | -3.4 | ¥0 | 0 |
| 2024-07-26 | 宁沪高速(600377.SH) | 买 | 1552 | 12.88 | -7.33 | ¥0 | 0 |
| 2024-06-19 | 鲁泰A(000726.SZ) | 买 | 1927 | 6.93 | -3.78 | ¥0 | 0 |
| 2023-07-26 | 宁沪高速(600377.SH) | 买 | 2049 | 9.09 | -3.67 | ¥0 | 0 |
| 2023-06-16 | 鲁泰A(000726.SZ) | 买 | 1545 | 6.55 | -1.01 | ¥0 | 0 |
| 2022-08-05 | 宁沪高速(600377.SH) | 买 | 2355 | 7.45 | -1 | ¥0 | 0 |
| 2022-06-23 | 鲁泰A(000726.SZ) | 买 | 990 | 7.08 | -6.09 | ¥0 | 0 |
| 2021-07-15 | 宁沪高速(600377.SH) | 买 | 1843 | 9.06 | -0.44 | ¥0 | 0 |
| 2021-06-18 | 鲁泰A(000726.SZ) | 买 | 818 | 6.07 | -4.73 | ¥0 | 0 |
