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Fix Total P&L baseline for account CAGR start date#98

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dbigham wants to merge 2 commits into
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codex/fix-total-pl-calculation-for-eli-s-account
Open

Fix Total P&L baseline for account CAGR start date#98
dbigham wants to merge 2 commits into
mainfrom
codex/fix-total-pl-calculation-for-eli-s-account

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@dbigham

@dbigham dbigham commented Oct 12, 2025

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Summary

  • treat equity that exists before the account CAGR start date as an injected net deposit when building the Total P&L series so prior gains are not counted as profit
  • update the rebasing logic so Total P&L values remain relative to the new baseline after the adjustment

Testing

  • npm test

https://chatgpt.com/codex/tasks/task_e_68eaf54d75b0832db17d9b79da40c97c

@dbigham
dbigham force-pushed the main branch 3 times, most recently from c7f2145 to c8636e3 Compare November 15, 2025 21:38
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