长期持有港金所持股:年化收益率（4.56%）
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: 25.8%
- 年化收益率: 4.56%
- 基准收益率: -7.75%
- 阿尔法: 0.05
- 夏普比率: 0.17
- 最大回撤: 17.45%
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
|
|||||
|---|---|---|---|---|---|---|---|
| 2026-05-15 | 鲁泰A(000726.SZ) | 6.0104861712883 | 110784 | 1296 | 6.28 | 695723.52 | 29857.82/4.484% |
| 2026-05-15 | 宁沪高速(600377.SH) | 7.2707165040899 | 45722 | 1296 | 12.26 | 560551.72 | 228120.02/68.622% |
| 2026-05-14 | 鲁泰A(000726.SZ) | 6.0104861712883 | 110784 | 1295 | 6.3 | 697939.2 | 32073.5/4.817% |
| 2026-05-14 | 宁沪高速(600377.SH) | 7.2707165040899 | 45722 | 1295 | 12.37 | 565581.14 | 233149.44/70.135% |
| 2026-05-13 | 鲁泰A(000726.SZ) | 6.0104861712883 | 110784 | 1294 | 6.47 | 716772.48 | 50906.78/7.645% |
| 2026-05-13 | 宁沪高速(600377.SH) | 7.2707165040899 | 45722 | 1294 | 12.38 | 566038.36 | 233606.66/70.272% |
| 2026-05-12 | 鲁泰A(000726.SZ) | 6.0104861712883 | 110784 | 1293 | 6.53 | 723419.52 | 57553.82/8.643% |
| 2026-05-12 | 宁沪高速(600377.SH) | 7.2707165040899 | 45722 | 1293 | 12.46 | 569696.12 | 237264.42/71.372% |
| 2026-05-11 | 鲁泰A(000726.SZ) | 6.0104861712883 | 110784 | 1292 | 6.62 | 733390.08 | 67524.38/10.141% |
| 2026-05-11 | 宁沪高速(600377.SH) | 7.2707165040899 | 45722 | 1292 | 12.23 | 559180.06 | 226748.36/68.209% |
交易详情
| 2025-10-23 | 鲁泰A(000726.SZ) | 买 | 1499 | 7.29 | -0.79 | ¥0 | 0 |
| 2025-07-30 | 宁沪高速(600377.SH) | 买 | 1502 | 14.42 | -8.96 | ¥0 | 0 |
| 2025-06-20 | 鲁泰A(000726.SZ) | 买 | 1771 | 6.07 | -1.43 | ¥0 | 0 |
| 2024-12-19 | 鲁泰A(000726.SZ) | 买 | 801 | 6.66 | -0.99 | ¥0 | 0 |
| 2024-11-08 | 鲁泰A(000726.SZ) | 买 | 1611 | 6.52 | -6.48 | ¥0 | 0 |
| 2024-07-26 | 宁沪高速(600377.SH) | 买 | 1556 | 12.88 | -10.8 | ¥0 | 0 |
| 2024-06-19 | 鲁泰A(000726.SZ) | 买 | 1935 | 6.93 | -2.16 | ¥0 | 0 |
| 2023-07-26 | 宁沪高速(600377.SH) | 买 | 2055 | 9.09 | -0.19 | ¥0 | 0 |
| 2023-06-16 | 鲁泰A(000726.SZ) | 买 | 1551 | 6.55 | -2.51 | ¥0 | 0 |
| 2022-08-05 | 宁沪高速(600377.SH) | 买 | 2361 | 7.45 | -4.6 | ¥0 | 0 |
