Carnival Stock Alpha and Beta Analysis
| CCL Stock | USD 19.92 0.80 4.18% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Carnival. It also helps investors analyze the systematic and unsystematic risks associated with investing in Carnival over a specified time horizon. Remember, high Carnival's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Carnival's market risk premium analysis include:
Beta 1.43 | Alpha (0.26) | Risk 2.83 | Sharpe Ratio (0.14) | Expected Return (0.40) |
Carnival Quarterly Cash And Equivalents |
|
Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
Carnival |
Carnival Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Carnival market risk premium is the additional return an investor will receive from holding Carnival long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Carnival. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Carnival's performance over market.| α | -0.26 | β | 1.43 |
Carnival expected buy-and-hold returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of Carnival's Buy-and-hold return. Our buy-and-hold chart shows how Carnival performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.Carnival Market Price Analysis
Market price analysis indicators help investors to evaluate how Carnival stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Carnival shares will generate the highest return on investment. By understating and applying Carnival stock market price indicators, traders can identify Carnival position entry and exit signals to maximize returns.
Carnival Return and Market Media
The median price of Carnival for the period between Sun, Dec 15, 2024 and Sat, Mar 15, 2025 is 25.42 with a coefficient of variation of 8.47. The daily time series for the period is distributed with a sample standard deviation of 2.11, arithmetic mean of 24.89, and mean deviation of 1.54. The Stock received substential amount of media coverage during this period. Price Growth (%) |
| Timeline |
1 | Disposition of 1570 shares by Enrique Miguez of Carnival at 17.0456 subject to Rule 16b-3 | 01/17/2025 |
2 | 12 Press Releases You Need to See This Week | 02/21/2025 |
3 | Rio Carnival 2025 When is it, where is it and everything you need to know | 02/26/2025 |
4 | PHOTO COLLECTION Carnival Across Latin America | 03/03/2025 |
5 | Holland America Line Debuts New Global Brand Campaign Savour the Journey -- Experiences With ... | 03/04/2025 |
6 | Dressed Like Mario And Luigi, Brazil Cops Arrested Pickpocket Suspects At Carnival | 03/05/2025 |
7 | These are the best cruise lines according to passengers | 03/06/2025 |
8 | 5 Top-Ranked SP 500 Stocks to Buy at a Bargain NVDA, CCL, and more | 03/10/2025 |
9 | Carnival Increases Despite Market Slip Heres What You Need to Know | 03/11/2025 |
10 | Carnival Industrial Full Year 2024 Earnings NT0.81 loss per share | 03/13/2025 |
About Carnival Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Carnival or other stocks. Alpha measures the amount that position in Carnival has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
| 2024 | 2025 (projected) | PTB Ratio | 4.03 | 2.7 | Dividend Yield | 0.04 | 0.042 |
Carnival Upcoming Company Events
As portrayed in its financial statements, the presentation of Carnival's financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Carnival's leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of Carnival's public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of Carnival. Please utilize our Beneish M Score to check the likelihood of Carnival's management manipulating its earnings.
| 25th of March 2024 Upcoming Quarterly Report | View | |
| 24th of June 2024 Next Financial Report | View | |
| 29th of February 2024 Next Fiscal Quarter End | View | |
| 19th of December 2024 Next Fiscal Year End | View | |
| 30th of November 2023 Last Quarter Report | View | |
| 30th of November 2023 Last Financial Announcement | View |
Build Portfolio with Carnival
Your optimized portfolios are the building block of your wealth. We provide an intuitive interface to determine which securities in a portfolio should be removed or rebalanced to achieve better diversification, find the right mix of securities that minimizes portfolio risk for a given return, or maximize portfolio expected return for a given risk level.Build Diversified Portfolios
Align your risk with return expectations
Check out Carnival Backtesting, Carnival Valuation, Carnival Correlation, Carnival Hype Analysis, Carnival Volatility, Carnival History and analyze Carnival Performance. For more information on how to buy Carnival Stock please use our How to buy in Carnival Stock guide.You can also try the Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..
Carnival technical stock analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, stock market cycles, or different charting patterns.