CCL monthly performance report
Monthly CCL research: returns, drawdown, relative strength, seasonality, and key stats.
CCL monthly report
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Key takeaways
- Carnival (CCL) closed August 2026 at $29.67, up 6.69% for the month and +1.33% over the trailing 12 months.
- Year-to-date, CCL is −2.85%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +5.91% versus its 200-day moving average ($28.01), a bullish technical signal.
- Over the past three years, CCL has outperformed the S&P 500 by +0.62%, with a relative strength index reading of 96.3.
- Win rate over the trailing 39 months stands at 53.8% — 21 positive months versus 18 negative months.
Carnival ended August 2026 at $29.67, posting a monthly return of +6.69%. The S&P 500 returned +3.05% over the same window, leaving relative performance at +3.64%.
The current quarter stands at −1.60% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +5.91% versus the 200-day moving average ($28.01).
Year-to-date, CCL is −2.85% against SPY +12.89%, a gap of −15.73%. The stock is currently −12.81% below its 52-week high, with maximum 3-year drawdown at −42.33%.
| Period | CCL | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.27% | −0.20% | +0.47% |
| 1 Week | +5.10% | +3.90% | +1.20% |
| 1 Month | +6.69% | +3.05% | +3.64% |
| 3 Months | +11.92% | +7.11% | +4.81% |
| 6 Months | −8.57% | +10.70% | −19.26% |
| YTD | −2.85% | +12.89% | −15.73% |
| 12 Months | +1.33% | +22.58% | −21.25% |
| 3 Years | +72.90% | +72.29% | +0.62% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jun 2023 | +66.34% |
| #2 | Nov 2023 | +31.53% |
| #3 | May 2025 | +24.30% |
| #4 | Jun 2024 | +23.08% |
| #5 | Dec 2023 | +22.62% |
| Rank | Month | Return |
|---|---|---|
| #1 | Mar 2025 | −18.01% |
| #2 | Oct 2023 | −15.11% |
| #3 | Sep 2023 | −13.33% |
| #4 | Aug 2023 | −12.89% |
| #5 | Jul 2024 | −10.67% |
| Quarter | Return |
|---|---|
| Q2 2025 | +41.77% |
| Q3 2025 | +9.64% |
| Q4 2025 | +6.40% |
| Q1 2026 | −8.27% |
| Q2 2026 | +9.51% |
| Q3 2026 (QTD) | −1.60% |
| Year | Return |
|---|---|
| 2023 | +140.49% |
| 2024 | +29.45% |
| 2025 | +34.72% |
| 2026 | −1.15% |
| Metric | Value |
|---|---|
| 52-Week High | $34.03 (2026-02-06) |
| 52-Week Low | $23.45 (2026-05-20) |
| Current Price | $29.67 |
| 200-Day Moving Average | $28.01 |
| Price vs 200DMA | +5.91% |
| 3-Year Maximum Drawdown | −42.33% (2025-04-07) |
| Current Drawdown from 52W High | −12.81% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 96.3 |
| 3-Year Excess Return vs S&P 500 | +0.62% |
| RS Peak | 125.1 (Aug 2025) |
| RS Trough | 65.4 (Oct 2023) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was CCL's return for this report period?
CCL returned +6.69% in the latest monthly window ending 2026-08-05.
Has CCL outperformed SPY year to date?
YTD CCL: −2.85% vs SPY: +12.89%.
What is CCL's 12-month return?
+1.33% over the trailing 12 months.
Is CCL above or below its 200-day moving average?
Price is +5.91% versus 200DMA ($28.01).
What is the maximum drawdown in the 3-year window?
−42.33% on 2025-04-07.