global: snapshot

This commit is contained in:
nym21
2026-03-26 15:57:22 +01:00
parent 6d3307c0df
commit 18bb4186a8
72 changed files with 2013 additions and 1150 deletions
+37 -37
View File
@@ -69,19 +69,19 @@ const ALL_YEARS = /** @type {const} */ ([...YEARS_2020S, ...YEARS_2010S]);
/**
* Build DCA class entry from year
* @param {MarketDca} dca
* @param {Investing} investing
* @param {DcaYear} year
* @param {number} i
* @returns {BaseEntryItem}
*/
function buildYearEntry(dca, year, i) {
function buildYearEntry(investing, year, i) {
const key = /** @type {DcaYearKey} */ (`from${year}`);
return {
name: `${year}`,
color: colors.at(i, ALL_YEARS.length),
costBasis: dca.class.costBasis[key],
returns: dca.class.return[key],
stack: dca.class.stack[key],
costBasis: investing.class.costBasis[key],
returns: investing.class.return[key],
stack: investing.class.stack[key],
};
}
@@ -90,16 +90,16 @@ function buildYearEntry(dca, year, i) {
* @returns {PartialOptionsGroup}
*/
export function createInvestingSection() {
const { market } = brk.series;
const { dca, lookback, returns } = market;
const { market, investing } = brk.series;
const { lookback, returns } = market;
return {
name: "Investing",
tree: [
createDcaVsLumpSumSection({ dca, lookback, returns }),
createDcaByPeriodSection({ dca, returns }),
createLumpSumByPeriodSection({ dca, lookback, returns }),
createDcaByStartYearSection({ dca }),
createDcaVsLumpSumSection({ investing, lookback, returns }),
createDcaByPeriodSection({ investing, returns }),
createLumpSumByPeriodSection({ investing, lookback, returns }),
createDcaByStartYearSection({ investing }),
],
};
}
@@ -270,15 +270,15 @@ function createLongSingleEntry(item) {
/**
* Create DCA vs Lump Sum section
* @param {Object} args
* @param {Market["dca"]} args.dca
* @param {Investing} args.investing
* @param {Market["lookback"]} args.lookback
* @param {Market["returns"]} args.returns
*/
export function createDcaVsLumpSumSection({ dca, lookback, returns }) {
export function createDcaVsLumpSumSection({ investing, lookback, returns }) {
/** @param {AllPeriodKey} key */
const topPane = (key) => [
price({
series: dca.period.costBasis[key],
series: investing.period.costBasis[key],
name: "DCA",
color: colors.profit,
}),
@@ -299,11 +299,11 @@ export function createDcaVsLumpSumSection({ dca, lookback, returns }) {
top: topPane(key),
bottom: [
...percentRatioBaseline({
pattern: dca.period.return[key],
pattern: investing.period.return[key],
name: "DCA",
}),
...percentRatioBaseline({
pattern: dca.period.lumpSumReturn[key],
pattern: investing.period.lumpSumReturn[key],
name: "Lump Sum",
color: colors.bi.p2,
}),
@@ -317,7 +317,7 @@ export function createDcaVsLumpSumSection({ dca, lookback, returns }) {
top: topPane(key),
bottom: [
...percentRatioBaseline({
pattern: dca.period.cagr[key],
pattern: investing.period.cagr[key],
name: "DCA",
}),
...percentRatioBaseline({
@@ -335,12 +335,12 @@ export function createDcaVsLumpSumSection({ dca, lookback, returns }) {
top: topPane(key),
bottom: [
...satsBtcUsd({
pattern: dca.period.stack[key],
pattern: investing.period.stack[key],
name: "DCA",
color: colors.profit,
}),
...satsBtcUsd({
pattern: dca.period.lumpSumStack[key],
pattern: investing.period.lumpSumStack[key],
name: "Lump Sum",
color: colors.bitcoin,
}),
@@ -395,11 +395,11 @@ export function createDcaVsLumpSumSection({ dca, lookback, returns }) {
/**
* Create period-based section (DCA or Lump Sum)
* @param {Object} args
* @param {Market["dca"]} args.dca
* @param {Investing} args.investing
* @param {Market["lookback"]} [args.lookback]
* @param {Market["returns"]} args.returns
*/
function createPeriodSection({ dca, lookback, returns }) {
function createPeriodSection({ investing, lookback, returns }) {
const isLumpSum = !!lookback;
const suffix = isLumpSum ? "Lump Sum" : "DCA";
@@ -409,20 +409,20 @@ function createPeriodSection({ dca, lookback, returns }) {
const buildBaseEntry = (key, i) => ({
name: periodName(key),
color: colors.at(i, allPeriods.length),
costBasis: isLumpSum ? lookback[key] : dca.period.costBasis[key],
costBasis: isLumpSum ? lookback[key] : investing.period.costBasis[key],
returns: isLumpSum
? dca.period.lumpSumReturn[key]
: dca.period.return[key],
? investing.period.lumpSumReturn[key]
: investing.period.return[key],
stack: isLumpSum
? dca.period.lumpSumStack[key]
: dca.period.stack[key],
? investing.period.lumpSumStack[key]
: investing.period.stack[key],
});
/** @param {LongPeriodKey} key @param {number} i @returns {LongEntryItem} */
const buildLongEntry = (key, i) =>
withCagr(
buildBaseEntry(key, i),
isLumpSum ? returns.cagr[key] : dca.period.cagr[key],
isLumpSum ? returns.cagr[key] : investing.period.cagr[key],
);
/** @param {BaseEntryItem} entry */
@@ -471,30 +471,30 @@ function createPeriodSection({ dca, lookback, returns }) {
/**
* Create DCA by Period section
* @param {Object} args
* @param {Market["dca"]} args.dca
* @param {Investing} args.investing
* @param {Market["returns"]} args.returns
*/
export function createDcaByPeriodSection({ dca, returns }) {
return createPeriodSection({ dca, returns });
export function createDcaByPeriodSection({ investing, returns }) {
return createPeriodSection({ investing, returns });
}
/**
* Create Lump Sum by Period section
* @param {Object} args
* @param {Market["dca"]} args.dca
* @param {Investing} args.investing
* @param {Market["lookback"]} args.lookback
* @param {Market["returns"]} args.returns
*/
export function createLumpSumByPeriodSection({ dca, lookback, returns }) {
return createPeriodSection({ dca, lookback, returns });
export function createLumpSumByPeriodSection({ investing, lookback, returns }) {
return createPeriodSection({ investing, lookback, returns });
}
/**
* Create DCA by Start Year section
* @param {Object} args
* @param {Market["dca"]} args.dca
* @param {Investing} args.investing
*/
export function createDcaByStartYearSection({ dca }) {
export function createDcaByStartYearSection({ investing }) {
/** @param {string} name @param {string} title @param {BaseEntryItem[]} entries */
const createDecadeGroup = (name, title, entries) => ({
name,
@@ -511,10 +511,10 @@ export function createDcaByStartYearSection({ dca }) {
});
const entries2020s = YEARS_2020S.map((year, i) =>
buildYearEntry(dca, year, i),
buildYearEntry(investing, year, i),
);
const entries2010s = YEARS_2010S.map((year, i) =>
buildYearEntry(dca, year, YEARS_2020S.length + i),
buildYearEntry(investing, year, YEARS_2020S.length + i),
);
return {