{
    "id": "index_benchmark-08",
    "category": "index_benchmark",
    "category_name": "指數與比較基準",
    "title": "基準選擇與組合匹配度",
    "question": "基準選擇與組合匹配度",
    "chart": "multi",
    "metric": "基準選擇與組合匹配度",
    "secondary": "候選基準對照表＋滾動 beta",
    "x": "觀察期／樣本",
    "y": "示例數值",
    "panels": [
        "基準選擇與組合匹配度",
        "候選基準對照表＋滾動 beta",
        "資料明細"
    ],
    "filters": [
        "標的／市場",
        "分析區間",
        "基準／參數"
    ],
    "apis": [
        "EOD",
        "FUND_STOCK",
        "INDEX_MEMBERS",
        "USER_MASTER"
    ],
    "calculation": "β=cov(r_p,r_b)/var(r_b)；tracking error=std(r_p-r_b)×sqrt(N)；同時比較資產、區域、幣別及回報定義。",
    "caveat": "不因事後相關最高就自動換基準；回報口徑與策略目的優先，避免只選最容易跑贏者。",
    "inputs": "EOD: 候選基準\nUSER: 組合回報及投資範圍",
    "extra_inputs": "依左側必要欄位與限制核實",
    "data_class": "必需用戶或券商資料",
    "complexity": "原生＋主檔／用戶資料",
    "rank": 8,
    "stage": "P2",
    "collection": "product",
    "source_urls": [
        "https://eodhd.com/financial-apis/api-for-historical-data-and-volumes",
        "https://eodhd.com/financial-apis/stock-etfs-fundamental-data-feeds"
    ],
    "requires_user_input": true,
    "requires_extra_plan": false,
    "cadence": "示例資料",
    "sample_labels": [
        "2019",
        "2020",
        "2021",
        "2022",
        "2023",
        "2024"
    ],
    "sample_annotation": {
        "sample": true,
        "as_of": "2026-10-16",
        "notice": "Charts and tables for this report are generated, deterministic synthetic sample observations for educational layout and unit demonstration only. No provider, market data or analysis engine is called, and nothing here is a statement about real securities.",
        "notice_zh": "此報告的圖表與數據為確定性生成的合成示例數據，僅供教育及版面展示；並無連接任何資料供應商或實際分析引擎，不代表任何真實證券的表現。",
        "default_filters": {
            "symbol": "0700.HK",
            "period": "1Y",
            "benchmark": "HSI"
        },
        "filters": {
            "symbol": [
                "0700.HK",
                "0005.HK",
                "AAPL.US",
                "MSFT.US",
                "SPY.US",
                "BTC-USD.CC"
            ],
            "period": [
                "1Y",
                "3Y",
                "5Y"
            ],
            "benchmark": [
                "HSI",
                "SPX",
                "BTC"
            ]
        },
        "library": {
            "version": "2026-10-19",
            "source": "https://chatgpt.com/share/6ad67223-c610-83e8-adb2-33aaf792e584",
            "sample": true
        }
    }
}