Performance Snapshot
Charts
Earnings Context
Previous: 2026-06-23
Next: 2026-09-20
Days to next: 80
Avg earnings move: 7.2%
Median earnings move: 5.4%
Technical Signal Snapshot
RSI: 48.1
Direction score: 0.0145
Price vs EMA20: -1.9%
EMA20 vs EMA50: 2.3%
EMA50 vs EMA200: -1.1%
EMA20 slope: 0.1%
Options Volatility Snapshot
Label: IV near recent HV
Expiration: 2026-08-07
Days to expiration: 36
ATM average IV: 54.8%
ATM call / put IV: 54.7% / 54.9%
6M HV: 54.5%
IV minus HV: 0.3%
IV discount vs HV: -0.5%
Expected move: 17.1%
ATM Greeks
Call delta / gamma: 0.5473 / 0.082298
Call theta / vega: -0.0283 / 0.0349
Put delta / gamma: -0.4527 / 0.081996
Put theta / vega: -0.0246 / 0.0349
Greeks are option-market context for the selected ATM expiration, not a trade recommendation.
Grounded Summary
- CCL returned 1.4% over 1M, 5.4% over 3M, and -9.1% over 6M.
- Relative performance was -8.5% vs SPY and -17.6% vs QQQ over 3M.
- The thesis field is missing or needs review.
- Headline context: Fetched headlines cluster around: uncategorized (2), earnings (2), macro/sector (1).
- Recent examples: CCL Stock Gains 11% in 3 Months, Still Trails Industry: Buy or Wait?
- - TradingView; Carnival (CCL) Stock Fair Value Falls After Softer Yield Guidance And Europe Demand Concerns - Yahoo Finance; Carnival Stock Slips Premarket Ahead Of Q1 Earnings: Analyst Expects Solid Performance Despite Higher Fuel Costs - Stocktwits.
- Main watch items: thesis needs review, underperforming QQQ.
- Next earnings is listed as 2026-09-20; typical close-to-close earnings move is 7.2% on average.
- Options context: IV near recent HV; ATM average IV is 54.8% versus 6M HV 54.5%.
- Technical context: RSI 48.1 and direction score 0.0145.
- Portfolio role/theme: Travel.
- Next review question: What is the current reason for holding CCL, and what would invalidate it?
- This is context for review, not a buy or sell recommendation.
Theme: Travel. Sector: Consumer Cyclical. Industry: Travel Services.
Thesis
Status: needs_review
Thesis: missing
Invalidation: n/a
Catalyst: n/a
Risk Flags
- thesis needs review
- underperforming QQQ
Headline Context
Fetched headlines cluster around: uncategorized (2), earnings (2), macro/sector (1). Recent examples: CCL Stock Gains 11% in 3 Months, Still Trails Industry: Buy or Wait? - TradingView; Carnival (CCL) Stock Fair Value Falls After Softer Yield Guidance And Europe Demand Concerns - Yahoo Finance; Carnival Stock Slips Premarket Ahead Of Q1 Earnings: Analyst Expects Solid Performance Despite Higher Fuel Costs - Stocktwits.
Questions for Next Review
- What is the current reason for holding CCL, and what would invalidate it? Codex: Review CCL against trend mixed, 3M return 5.4%, and headline context before changing the thesis.
- Why has CCL lagged QQQ over the last 3 months? Codex: 3M relative performance vs QQQ is -17.6%; compare that against headline tone and thesis expectations.
Headlines
CCL Stock Gains 11% in 3 Months, Still Trails Industry: Buy or Wait? TradingView
Carnival (CCL) Stock Fair Value Falls After Softer Yield Guidance And Europe Demand Concerns Yahoo Finance
Carnival Stock Slips Premarket Ahead Of Q1 Earnings: Analyst Expects Solid Performance Despite Higher Fuel Costs Stocktwits
Lansforsakringar Fondforvaltning AB publ Increases Holdings in Carnival Corporation $CCL MarketBeat
Carnival Stock Is Down 14% From Its 52-Week High. Here’s What Q3 Miss Tells Investors TIKR.com
Evidence
JSON: /home/amirali/Documents/code/portfolio-analytics/outputs/evidence/CCL.json
Markdown: /home/amirali/Documents/code/portfolio-analytics/outputs/evidence/CCL.md