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CUK vs. CCL
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between CUK and CCL is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.00.9

Performance

CUK vs. CCL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Carnival Corporation & Plc (CUK) and Carnival Corporation & Plc (CCL). The values are adjusted to include any dividend payments, if applicable.

0.00%20.00%40.00%60.00%80.00%SeptemberOctoberNovemberDecember2025February
39.41%
39.79%
CUK
CCL

Key characteristics

Sharpe Ratio

CUK:

1.31

CCL:

1.36

Sortino Ratio

CUK:

2.00

CCL:

2.05

Omega Ratio

CUK:

1.25

CCL:

1.25

Calmar Ratio

CUK:

0.69

CCL:

0.73

Martin Ratio

CUK:

5.68

CCL:

5.92

Ulcer Index

CUK:

9.87%

CCL:

9.68%

Daily Std Dev

CUK:

42.72%

CCL:

42.12%

Max Drawdown

CUK:

-91.43%

CCL:

-90.37%

Current Drawdown

CUK:

-68.02%

CCL:

-64.93%

Fundamentals

Market Cap

CUK:

$28.54B

CCL:

$31.39B

EPS

CUK:

$1.44

CCL:

$1.44

PE Ratio

CUK:

14.62

CCL:

16.13

PEG Ratio

CUK:

0.75

CCL:

1.41

Total Revenue (TTM)

CUK:

$25.02B

CCL:

$25.02B

Gross Profit (TTM)

CUK:

$9.78B

CCL:

$9.78B

EBITDA (TTM)

CUK:

$6.20B

CCL:

$6.20B

Returns By Period

In the year-to-date period, CUK achieves a -6.49% return, which is significantly higher than CCL's -6.82% return. Over the past 10 years, CUK has underperformed CCL with an annualized return of -5.86%, while CCL has yielded a comparatively higher -4.67% annualized return.


CUK

YTD

-6.49%

1M

-8.40%

6M

39.40%

1Y

50.68%

5Y*

-11.74%

10Y*

-5.86%

CCL

YTD

-6.82%

1M

-8.04%

6M

39.80%

1Y

52.66%

5Y*

-11.07%

10Y*

-4.67%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

CUK vs. CCL — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CUK
The Risk-Adjusted Performance Rank of CUK is 7979
Overall Rank
The Sharpe Ratio Rank of CUK is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of CUK is 8080
Sortino Ratio Rank
The Omega Ratio Rank of CUK is 7777
Omega Ratio Rank
The Calmar Ratio Rank of CUK is 7373
Calmar Ratio Rank
The Martin Ratio Rank of CUK is 8383
Martin Ratio Rank

CCL
The Risk-Adjusted Performance Rank of CCL is 8080
Overall Rank
The Sharpe Ratio Rank of CCL is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of CCL is 8181
Sortino Ratio Rank
The Omega Ratio Rank of CCL is 7878
Omega Ratio Rank
The Calmar Ratio Rank of CCL is 7373
Calmar Ratio Rank
The Martin Ratio Rank of CCL is 8484
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

CUK vs. CCL - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Carnival Corporation & Plc (CUK) and Carnival Corporation & Plc (CCL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for CUK, currently valued at 1.31, compared to the broader market-2.000.002.001.311.36
The chart of Sortino ratio for CUK, currently valued at 2.00, compared to the broader market-4.00-2.000.002.004.006.002.002.05
The chart of Omega ratio for CUK, currently valued at 1.25, compared to the broader market0.501.001.502.001.251.25
The chart of Calmar ratio for CUK, currently valued at 0.69, compared to the broader market0.002.004.006.000.690.73
The chart of Martin ratio for CUK, currently valued at 5.68, compared to the broader market-10.000.0010.0020.0030.005.685.92
CUK
CCL

The current CUK Sharpe Ratio is 1.31, which is comparable to the CCL Sharpe Ratio of 1.36. The chart below compares the historical Sharpe Ratios of CUK and CCL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00SeptemberOctoberNovemberDecember2025February
1.31
1.36
CUK
CCL

Dividends

CUK vs. CCL - Dividend Comparison

Neither CUK nor CCL has paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
CUK
Carnival Corporation & Plc
0.00%0.00%0.00%0.00%0.00%2.67%4.15%4.00%2.41%2.64%1.93%2.22%
CCL
Carnival Corporation & Plc
0.00%0.00%0.00%0.00%0.00%2.31%3.93%3.96%2.41%2.59%2.02%2.21%

Drawdowns

CUK vs. CCL - Drawdown Comparison

The maximum CUK drawdown since its inception was -91.43%, roughly equal to the maximum CCL drawdown of -90.37%. Use the drawdown chart below to compare losses from any high point for CUK and CCL. For additional features, visit the drawdowns tool.


-80.00%-75.00%-70.00%-65.00%-60.00%SeptemberOctoberNovemberDecember2025February
-68.02%
-64.93%
CUK
CCL

Volatility

CUK vs. CCL - Volatility Comparison

Carnival Corporation & Plc (CUK) and Carnival Corporation & Plc (CCL) have volatilities of 13.54% and 13.50%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


6.00%8.00%10.00%12.00%14.00%16.00%SeptemberOctoberNovemberDecember2025February
13.54%
13.50%
CUK
CCL

Financials

CUK vs. CCL - Financials Comparison

This section allows you to compare key financial metrics between Carnival Corporation & Plc and Carnival Corporation & Plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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