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Index
Cruise & Travel Recovery Index
official“An index targeting the post-pandemic travel and leisure structural up-cycle — cruise lines, hotels, online travel, and aircraft makers.” — by Cordelia 'Cory' Aldridge
built · 2026-04-30 21:38·rebalance · semiannual·next run · 2026-10-30
backtest · S&P 500 (SPX)·range
CAGR—
Annual vol—
Sharpe—
Sortino—
Max drawdown—
Best year—
Worst year—
risk-free raterf = 4.50%
vs S&P 500 (SPX) · 1M—
vs S&P 500 (SPX) · 1Y—
vs S&P 500 (SPX) · 2Y—
vs S&P 500 (SPX) · 3Y—
vs S&P 500 (SPX) · 5Y—
vs S&P 500 (SPX) · 10Y—
no backtest data
sharpe ratio
| ticker | weight | YTD | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| BKNG | 18.0% | — | — | — | — | — |
| RCL | 13.0% | — | — | — | — | — |
| CCL | 10.0% | — | — | — | — | — |
| NCLH | 7.0% | — | — | — | — | — |
| MAR | 10.0% | — | — | — | — | — |
| HLT | 8.0% | — | — | — | — | — |
| EXPE | 6.0% | — | — | — | — | — |
| ABNB | 8.0% | — | — | — | — | — |
| DAL | 5.0% | — | — | — | — | — |
| LUV | 4.0% | — | — | — | — | — |
| BA | 6.0% | — | — | — | — | — |
| TRIP | 5.0% | — | — | — | — | — |
| weighted | 100% | — | — | — | — | — |
attribution factsheet
holdings · 12
click a row to drill in ↗NameAllocation· cap 18%Rationale
BKNGBooking HoldingsConsumer Discretionary18.00%Largest global online travel marketplace.RCLRoyal CaribbeanConsumer Discretionary13.00%Premium cruise leader with new mega-class ships.CCLCarnival CorpConsumer Discretionary10.00%Largest cruise operator globally with rapid deleveraging.MARMarriott InternationalConsumer Discretionary10.00%Largest global hotel franchisor.HLTHilton WorldwideConsumer Discretionary8.00%Asset-light hotel growth with strong loyalty program.ABNBAirbnbConsumer Discretionary8.00%Global short-term rental platform leader.NCLHNorwegian Cruise LineConsumer Discretionary7.00%Premium and luxury cruise brands with strong yields.EXPEExpedia GroupConsumer Discretionary6.00%Diversified travel platform with Vrbo and B2B businesses.BABoeingIndustrials6.00%Aircraft order backlog from global travel demand.DALDelta Air LinesIndustrials5.00%Premium-leaning US legacy carrier with corporate revenue mix.TRIPTripadvisorConsumer Discretionary5.00%Travel discovery platform monetizing experiences.LUVSouthwest AirlinesIndustrials4.00%Largest US domestic carrier in transformation phase.
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weighting · market_cap · cap=18%
rebalance · semiannual
