Carnival PLC

10-Year Study

CCL.LSE · Consumer Cyclical · GB · Common Stock

Executive Summary: Carnival PLC has compounded at -3.8% annually over the last 10 years, with a maximum drawdown of 88.2% and an annualized volatility of 102.0%.

1Y CAGR
+36.1%
3Y CAGR
+38.9%
5Y CAGR
+3.0%
10Y CAGR
-3.8%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
88.2%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.12
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.20
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
54.9%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2023 · +126.6%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2020 · -62.0%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
60%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
2026-4.99.4-19.87.9————————-9.9%
202513.1-16.7-21.7-6.423.118.814.13.5-8.40.2-8.425.125.2%
2024-8.4-6.94.5-7.2-0.525.6-11.2-5.87.327.815.60.638.0%
202332.51.5-5.8-10.919.766.01.3-14.8-11.2-16.124.326.1126.6%
2022-4.26.2-3.7-5.2-22.2-38.15.711.2-20.119.72.8-19.1-58.1%
2021-14.835.20.66.05.0-5.9-13.08.77.1-12.6-19.316.61.2%
2020-14.4-20.9-59.711.6-3.5-6.8-16.127.6-5.3-15.156.43.0-62.0%
201914.5-1.3-10.77.2-2.1-11.06.4-5.8-2.3-8.26.512.01.1%
20181.6-2.8-4.63.23.2-10.11.85.52.9-10.57.7-17.4-20.6%
20172.74.54.14.15.02.20.85.6-11.84.6-3.32.621.7%
2016———-9.51.1-2.910.01.13.14.53.42.012.3%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 102.0%. The dominant macroeconomic risk driver is SHV.US, accounting for 64.2% of variance. Idiosyncratic stock-specific factors contribute 8.9%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-019053.83778386246
2016-05-019149.354952723286
2016-06-018883.650601420597
2016-07-019774.699571085861
2016-08-019878.142579971342
2016-09-0110186.327586462125
2016-10-0110640.494980546
2016-11-0111006.24371704219
2016-12-0111226.695173672973
2017-01-0111534.238503372382
2017-02-0112052.33960007081
2017-03-0112542.76203871911
2017-04-0113057.842544382442
2017-05-0113704.798947185169
2017-06-0114008.124276584353
2017-07-0114118.424479779964
2017-08-0114907.642584681458
2017-09-0113154.781311778212
2017-10-0113759.407538411604
2017-11-0113307.267635009348
2017-12-0113659.075346802145
2018-01-0113876.86100032824
2018-02-0113489.099507860205
2018-03-0112873.531132090358
2018-04-0113281.099272476764
2018-05-0113700.049682544326
2018-06-0112312.200961181674
2018-07-0112533.123735226907
2018-08-0113226.810907942687
2018-09-0113606.678368959138
2018-10-0112175.749523146671
2018-11-0113115.993509583006
2018-12-0110840.211529457738
2019-01-0112410.212962066931
2019-02-0112251.662823742457
2019-03-0110941.060304527939
2019-04-0111725.678400400691
2019-05-0111475.184358207598
2019-06-0110210.27271324804
2019-07-0110867.674562084647
2019-08-0110238.183512711257
2019-09-0110006.577340037438
2019-10-019181.10908419815
2019-11-019778.918794792742
2019-12-0110954.312857135345
2020-01-019373.092173781979
2020-02-017412.940547207776
2020-03-012987.7043349090404
2020-04-013335.062210840191
2020-05-013219.377489097306
2020-06-013001.0994143919356
2020-07-012516.4422796127724
2020-08-013210.2447584059355
2020-09-013041.2843469889576
2020-10-012583.4173711755852
2020-11-014041.3464960471124
2020-12-014161.597277284018
2021-01-013546.6430516557775
2021-02-014796.3397997307775
2021-03-014826.783356824781
2021-04-015118.734368686075
2021-05-015374.45786263272
2021-06-015056.021320063123
2021-07-014398.446053332946
2021-08-014780.204901040471
2021-09-015120.560914824349
2021-10-014475.163132102106
2021-11-013611.182646417003
2021-12-014212.1331477507
2022-01-014036.779824849763
2022-02-014288.8502265198595
2022-03-014130.545381230031
2022-04-013916.5290436128575
2022-05-013048.8951597995424
2022-06-011886.266122511698
2022-07-011994.6440479981584
2022-08-012218.0980504158542
2022-09-011771.190351432126
2022-10-012119.4618062840777
2022-11-012179.1304074421296
2022-12-011763.8841668790299
2023-01-012336.826607920311
2023-02-012372.7498034291357
2023-03-012235.146222175298
2023-04-011992.2088570482358
2023-05-012385.5359322487184
2023-06-013959.1494730114664
2023-07-014012.425162685559
2023-08-013420.303375489072
2023-09-013037.022304049097
2023-10-012549.321027656698
2023-11-013169.1462468881127
2023-12-013997.20353706439
2024-01-013660.8052438145482
2024-02-013408.1258914811388
2024-03-013560.3424535444974
2024-04-013303.0967358654016
2024-05-013287.875110244233
2024-06-014131.154026041679
2024-07-013669.938280357582
2024-08-013455.3129920770966
2024-09-013707.9923444105057
2024-10-014740.019968443449
2024-11-015481.313870238395
2024-12-015516.323792678083
2025-01-016240.873845119409
2025-02-015196.669042930196
2025-03-014068.7452998245512
2025-04-013806.933216799772
2025-05-014686.743972917692
2025-06-015568.077258619725
2025-07-016350.469671932496
2025-08-016575.750220488466
2025-09-016020.159967760788
2025-10-016029.293004303823
2025-11-015520.890158023768
2025-12-016904.537700927724
2026-01-016569.661325558665
2026-02-017187.514107408009
2026-03-015765.303869133659
2026-04-016217.964332068291
Annual Return Matrix
YearAnnual Return
20170.21666039163806583
2018-0.20637296052432708
20190.01052574734058842
2020-0.6200950866057047
20210.012143383201092428
2022-0.5812373196652265
20231.2661372056743025
20240.3800457598737539
20250.2516556243656767
2026-0.09943799260697517
Total Factor Risk
1.0204013701794334
VTI.US Exposure
0.14939876949757588
VEA.US Exposure
0.04565902981825941
VWO.US Exposure
-0.01130305783602544
QQQ.US Exposure
0.07344919843819069
VTV.US Exposure
0.039103803289816316
IJR.US Exposure
0.020101185088348482
QUAL.US Exposure
-0.08069545215942901
SHV.US Exposure
0.6423164328173439
TLT.US Exposure
-0.0017237700075936814
LQD.US Exposure
-0.0005616812686065238
HYG.US Exposure
-0.011181530475157311
GLD.US Exposure
-0.00262184414053594
USO.US Exposure
0.0008846905863833397
VNQ.US Exposure
0.029808037106810743
BTC-USD.CC Exposure
-0.0017130975174255657
CPER.US Exposure
0.00571580059462462
VIX.INDX Exposure
0.012793871238569766
UUP.US Exposure
0.0023368901099022595
TIP.US Exposure
-0.0009211500443501603
Idiosyncratic Exposure
0.0891538748632981
Value Score
45.5
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
9.1
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
102.0%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →11.3x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →0.76%
Market Cap$26.8B
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
0.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.18
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$0
Avg Yield on Cost
0.00%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$0.340.00%Solid

Momentum & MacroiPrice momentum indicators relative to key technical levels: distance from 50-Day SMA (intermediate trend), 200-Day SMA (long-term trend), 52-Week High (bullish proximity), and Beta (market sensitivity coefficient).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
-2.9%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
-0.2%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
16.2% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
2.48
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Carnival PLC a high-risk investment?

Carnival PLC (CCL.LSE) has an annualized volatility of 102.0% and experienced a maximum drawdown of 88.2% over the last 10 years. Its primary macro risk driver is SHV.US.

What is the 10-year return of CCL.LSE?

Over the past 10 years, CCL.LSE has generated a Compound Annual Growth Rate (CAGR) of -3.8%. It has had a positive return in 60% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

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