Carlyle Correlations
| CG Stock | USD 44.08 0.40 0.92% |
The correlation of Carlyle is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Carlyle moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Carlyle Group moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Poor diversification
The correlation between Carlyle Group and NYA is 0.63 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Carlyle Group and NYA in the same portfolio, assuming nothing else is changed.
Carlyle |
The ability to find closely correlated positions to Carlyle could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Carlyle when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Carlyle - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Carlyle Group to buy it.
Moving together with Carlyle Stock
| 0.63 | V | Visa Class A Earnings Call This Week | PairCorr |
| 0.71 | BX | Blackstone Group Financial Report 18th of July 2024 | PairCorr |
| 0.71 | GS | Goldman Sachs Group Financial Report 17th of July 2024 | PairCorr |
| 0.86 | MA | Mastercard Financial Report 25th of April 2024 | PairCorr |
| 0.62 | ROCLW | Roth CH Acquisition | PairCorr |
| 0.89 | AMK | AssetMark Financial Financial Report 1st of May 2024 | PairCorr |
| 0.87 | AMP | Ameriprise Financial Earnings Call This Week | PairCorr |
| 0.92 | APO | Apollo Global Management Sell-off Trend | PairCorr |
| 0.92 | AXP | American Express Earnings Call Today | PairCorr |
| 0.75 | BAM | Brookfield Asset Man Financial Report 8th of May 2024 | PairCorr |
| 0.79 | COF | Capital One Financial Earnings Call This Week | PairCorr |
| 0.87 | DFS | Discover Financial Financial Report 17th of July 2024 | PairCorr |
| 0.77 | JEF | Jefferies Financial Financial Report 25th of June 2024 | PairCorr |
| 0.96 | KKR | KKR Co LP Financial Report 13th of May 2024 | PairCorr |
Moving against Carlyle Stock
| 0.78 | WAVS | Western Acquisition | PairCorr |
| 0.73 | FSK | FS KKR Capital Financial Report 3rd of May 2024 | PairCorr |
| 0.89 | NCPL | Netcapital | PairCorr |
Related Correlations Analysis
| Click cells to compare fundamentals | Check Volatility | Backtest Portfolio |
Correlation Matchups
Over a given time period, the two securities move together when the Correlation Coefficient is positive. Conversely, the two assets move in opposite directions when the Correlation Coefficient is negative. Determining your positions' relationship to each other is valuable for analyzing and projecting your portfolio's future expected return and risk.High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between Carlyle Stock performing well and Carlyle Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Carlyle's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| APO | 1.15 | 0.13 | 0.08 | 0.19 | 1.28 | 2.46 | 6.84 | |||
| BX | 1.39 | (0.07) | (0.01) | 0.02 | 1.90 | 2.40 | 7.54 | |||
| BAM | 1.09 | (0.10) | (0.03) | 0.00 | 1.39 | 2.41 | 6.82 | |||
| ARES | 1.06 | 0.12 | 0.11 | 0.18 | 0.88 | 2.31 | 7.23 | |||
| KKR | 1.21 | 0.11 | 0.11 | 0.12 | 1.17 | 2.97 | 8.94 | |||
| OWL | 1.26 | 0.28 | 0.23 | 0.28 | 0.92 | 3.73 | 9.12 | |||
| HLNE | 1.37 | (0.14) | 0.00 | (0.02) | 0.00 | 2.64 | 9.19 | |||
| BLK | 0.94 | (0.17) | 0.00 | (0.05) | 0.00 | 1.82 | 5.83 | |||
| TCPC | 0.78 | (0.16) | 0.00 | (0.26) | 0.00 | 1.30 | 5.47 | |||
| TPVG | 1.10 | (0.22) | 0.00 | (0.93) | 0.00 | 2.33 | 16.20 |
Be your own money manager
Our tools can tell you how much better you can do entering a position in Carlyle without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Carlyle Corporate Directors
Carlyle corporate directors refer to members of a Carlyle board of directors. The board of directors generally takes responsibility for the Carlyle's affairs and long-term direction of the entity. A corporate director does not make decisions for the corporation on his own. As a member of the board of directors, she or he must function as a part of a group that makes decisions on behalf of the business only by the board of directors' meetings. To pass a resolution, a majority of Carlyle's board members must vote for the resolution. The Carlyle board of directors' duties also include the election, removal, and supervision of officers, including the adoption, amendment, and repeal of bylaws.| William Shaw | Independent Director of Carlyle Group Management L.L.C. | Profile | |
| Thomas Robertson | Independent Director of Carlyle Group Management L.L.C. | Profile | |
| Janet Hill | Independent Director of Carlyle Group Management L.L.C. | Profile | |
| James Hance | Operating Executive and Director of Carlyle Group Management L.L.C. | Profile |
Already Invested in Carlyle Group?
The danger of trading Carlyle Group is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Carlyle is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Carlyle. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Carlyle Group is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Carlyle Group is a strong investment it is important to analyze Carlyle's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Carlyle's future performance. For an informed investment choice regarding Carlyle Stock, refer to the following important reports: Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Carlyle Group. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in price. Note that the Carlyle Group information on this page should be used as a complementary analysis to other Carlyle's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the USA ETFs module to find actively traded Exchange Traded Funds (ETF) in USA.
Complementary Tools for Carlyle Stock analysis
When running Carlyle's price analysis, check to measure Carlyle's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Carlyle is operating at the current time. Most of Carlyle's value examination focuses on studying past and present price action to predict the probability of Carlyle's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Carlyle's price. Additionally, you may evaluate how the addition of Carlyle to your portfolios can decrease your overall portfolio volatility.
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Is Carlyle's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Carlyle. If investors know Carlyle will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Carlyle listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.71) | Dividend Share 1.4 | Earnings Share (1.68) | Revenue Per Share 6.699 | Quarterly Revenue Growth 0.255 |
The market value of Carlyle Group is measured differently than its book value, which is the value of Carlyle that is recorded on the company's balance sheet. Investors also form their own opinion of Carlyle's value that differs from its market value or its book value, called intrinsic value, which is Carlyle's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Carlyle's market value can be influenced by many factors that don't directly affect Carlyle's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Carlyle's value and its price as these two are different measures arrived at by different means. Investors typically determine if Carlyle is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Carlyle's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.