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Does anything beat buy & hold on Carnival Corporation (CCL)?

Every setup we tested on Carnival Corporation (CCL) — ranked out-of-sample, corrected for multiple testing, and forward-tracked in public from the day this page published. The honest answer is the headline.

MIXED

Beat buy-and-hold in both windows — but can't be told apart from selection luck.

Beat buy-and-hold in both the full window and out-of-sample but its OOS Sharpe 0.7 did not clear the 1.06 selection hurdle (best-of-N luck cannot be ruled out). Buy-and-hold benchmark: +7.1% CAGR over 39.0 years (-0.7% CAGR in the out-of-sample window).

Educational research from historical backtests — not investment advice. Past performance does not predict future results.

CCL: The Best Setup Beat Buy-and-Hold — and Still Might Be Luck

Carnival Corporation lands in the awkward middle of our results. Of 757 indicator setups tested on CCL, the strongest — Zero-Lag MACD on the weekly timeframe — beat buy-and-hold in both the training and out-of-sample windows, adding +21.0% annual alpha against a buy-and-hold baseline of +7.1%. For an individual stock, that matters less than it sounds. Single names run on earnings surprises, management turnover, and idiosyncratic shocks that no historical pattern is obliged to survive. A setup that worked here worked on one company's history, once — and the companies whose histories ended badly aren't in anyone's backtest.

The honest read: the out-of-sample Sharpe of 0.7 came from 167 trades over 11.7 years, with a 58.1% win rate and a -54.4% maximum drawdown — a genuinely profitable record. But when you pick the best of 757 attempts, the winner is expected to look good by chance alone. Our selection hurdle for this asset is 1.06, and this setup did not clear it, so we cannot distinguish it from the luckiest of hundreds of tries. Only 53.0% of setups beat buy-and-hold at all. Regimes shift, and past performance predicts nothing about what comes next.

Every figure above is computed from our own backtests — nothing is estimated or invented. Hypothetical results; not investment advice.

The rules

Top setups as mechanical rules

Exactly as the backtest defined them — no discretionary steps, no hidden filters.

#1 · Momentum · Weekly

Zero-Lag MACD

Mechanical rule (exactly as backtested): MACD built on zero-lag EMAs for faster signals - long while the zero-lag MACD line is above its signal. Signals are evaluated at weekly-bar close, the position changes on the NEXT bar, 0.08% cost per side, long/flat only — no leverage, no shorting.

>+999%
Total return
0.51
Sharpe
-54.4%
Max DD
58.1%
Win rate
167
Trades
+4.1%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 0.7 · alpha +21.0% · 51 trades over 11.7 yrs.

#2 · Momentum · Weekly

Zero-Lag MACD

Mechanical rule (exactly as backtested): MACD built on zero-lag EMAs for faster signals - long while the zero-lag MACD line is above its signal. Signals are evaluated at weekly-bar close, the position changes on the NEXT bar, 0.08% cost per side, long/flat only — no leverage, no shorting.

>+999%
Total return
0.51
Sharpe
-54.4%
Max DD
58.1%
Win rate
167
Trades
+4.1%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 0.7 · alpha +21.0% · 51 trades over 11.7 yrs.

#3 · Trend · Daily

Parabolic SAR (fast)

Mechanical rule (exactly as backtested): Variant — faster Parabolic SAR (step 0.04); long while price holds above SAR. Signals are evaluated at daily-bar close, the position changes on the NEXT bar, 0.08% cost per side, long/flat only — no leverage, no shorting.

+348.9%
Total return
0.28
Sharpe
-83.9%
Max DD
41.6%
Win rate
678
Trades
-3.1%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 0.66 · alpha +20.5% · 196 trades over 11.7 yrs.

Forward test

Since publication — including if it loses

0.0%
the published setup, since 2026-07-02 (0 market days)
0.0%
buy & hold, same window

The forward record is just getting started — the gap between the two is the honest score. Marked to market nightly from real prices, rules frozen at publication, as of 2026-06-29. Currently FLAT.

How this verdict was computed (mode: out-of-sample)

We tested 757 setups (indicator × parameters × timeframe) on Carnival Corporation (CCL). Only setups with ≥30 trades qualify (708 did). Setups are ranked by out-of-sample Sharpe — the last ~30% of history, which standard-parameter rules never saw during selection. Because picking the best of 757 tries mines even the holdout, the VALIDATED verdict additionally requires the top setup’s OOS Sharpe to clear a selection hurdle of 1.06 (√(2 ln N)/√T) AND positive alpha in both windows. Of the eligible setups, 53.0% had positive out-of-sample alpha (median OOS Sharpe 0.12) — the table below is truncated, but this summary covers all of them. Full recipe: methodology · the engine’s contract lives in the repo as STRATEGY_METHODOLOGY.md.

Ranked table

Top 20 of 708 eligible setups

Ranked by out-of-sample Sharpe. Full + out-of-sample columns, costs included. Hypothetical.

#SetupTFTotal retSharpeMax DDWinTradesα vs B&HOOS SharpeOOS αOOS trades
1Zero-Lag MACDWeekly>+999%0.51-54.4%58.1%167+4.1%0.7+21.0%51
2Zero-Lag MACDWeekly>+999%0.51-54.4%58.1%167+4.1%0.7+21.0%51
3Parabolic SAR (fast)Daily+348.9%0.28-83.9%41.6%678-3.1%0.66+20.5%196
4TEMA 20/50 CrossDaily>+999%0.43-58.1%46.2%223+1.5%0.65+20.0%60
5Stochastic RSIWeekly>+999%0.45-44.2%74.6%59+0.6%0.64+14.2%20
6Hull MA 20/80 CrossDaily>+999%0.45-54.9%46.1%230+2.0%0.61+18.3%71
7True Strength IndexDaily+692.1%0.33-69.7%42.8%404-1.6%0.59+18.6%114
8Ehlers Roofing FilterDaily>+999%0.48-58.7%50.8%179+2.9%0.59+17.0%52
9MACDDaily>+999%0.41-76.5%42.4%373+1.1%0.58+18.1%107
10MACD-VDaily>+999%0.37-72.8%41.7%372-0.1%0.58+17.8%106
11Chande Forecast Osc.Weekly>+999%0.46-57.6%53.7%231+2.4%0.57+15.4%69
12Klinger OscillatorDaily>+999%0.4-75.4%43.7%940+0.8%0.56+17.0%298
13Williams %RWeekly>+999%0.4-61.6%77.6%49+0.2%0.56+14.3%18
14Pascal's Weighted MADaily>+999%0.43-51.1%41.9%503+0.2%0.56+14.0%150
15Accelerator OscillatorDaily+86.2%0.2-90.8%43.9%602-5.5%0.55+16.3%171
16Williams FractalsDaily+577.2%0.32-67.7%38.1%244-2.0%0.55+15.6%69
17TEMA 10/30 CrossDaily+667.2%0.32-74.4%43.8%406-1.7%0.54+16.0%111
18Williams %R (7)Daily+322.2%0.27-82.0%41.2%974-3.3%0.54+15.6%281
19MBFX TimingDaily+322.2%0.27-82.0%41.2%974-3.3%0.54+15.6%281
20Ease of MovementDaily+595.2%0.32-70.0%39.6%503-2.0%0.54+15.2%157

Hypothetical backtests with 0.08%/side costs. Not investment advice — see the full disclaimer.

Read this before acting on anything

These are historical backtests of mechanical rules. They are educational research, not investment advice, not a recommendation, and not tailored to you. Educational information only — not investment advice. Hypothetical backtested results; past performance does not guarantee future results. Trading involves risk of loss.

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