机器对比改为模拟在上实盘在下，收益率按已结算盈亏相对初始资金计算。

Co-authored-by: Cursor <cursoragent@cursor.com>

lib/cash_sample_lib.py

@@ -90,6 +90,50 @@ def record_cash_samples_from_overview(rows: list[dict[str, Any]]) -> int:
     return len(to_write)
 
 
+def first_cash_by_instance(instance_ids: list[Any] | None = None) -> dict[Any, float]:
+    """各机最早一笔现金采样,作初始资金回退(实盘未配 LIVE_INITIAL 时)."""
+    conn = get_db()
+    try:
+        if instance_ids:
+            ids: list[int] = []
+            for x in instance_ids:
+                try:
+                    ids.append(int(x))
+                except (TypeError, ValueError):
+                    continue
+            if not ids:
+                return {}
+            placeholders = ",".join("?" * len(ids))
+            rows = conn.execute(
+                f"""
+                SELECT instance_id, cash_usdt
+                FROM hub_cash_samples
+                WHERE instance_id IN ({placeholders})
+                ORDER BY ts_ms ASC
+                """,
+                tuple(ids),
+            ).fetchall()
+        else:
+            rows = conn.execute(
+                """
+                SELECT instance_id, cash_usdt
+                FROM hub_cash_samples
+                ORDER BY ts_ms ASC
+                """
+            ).fetchall()
+    finally:
+        conn.close()
+    out: dict[Any, float] = {}
+    for r in rows:
+        iid = r["instance_id"]
+        if iid in out:
+            continue
+        v = _safe_float(r["cash_usdt"])
+        if v is not None and v > 0:
+            out[iid] = round(v, 4)
+    return out
+
+
 def query_cash_series(
     *,
     range_key: str = "7d",