{"ticker": {"uuid": "1ca63cdb-974c-4037-b24f-cc78b8a3c463", "symbol": "CG", "name": "Carlyle Group Inc", "exchange": "NASDAQ", "asset_type": "equity"}, "latest_week": "2026-06-12", "summary": "CG closed the latest completed week at 45.75 USD. The 4-week return is -4.0% and the 12-week return is -2.2%. Trend Signal is inactive, Market Dynamics is -0.18.", "description": "Carlyle Group Inc (CG) is a prominent global investment firm known for its leadership in private equity and alternative asset management, offering a wide range of innovative investment solutions across various sectors. With a strong presence in North America, Europe, and Asia, Carlyle leverages its deep market insights and extensive networks to drive superior returns for institutional investors. The firm's disciplined and strategic investment approach, combined with a steadfast commitment to value creation, solidifies its reputation as a leading partner for institutions pursuing resilient and diversified opportunities in the alternative investment space.", "setup_signature": "Risk-first tape", "composite_score": "25", "kpis": [{"label": "Latest Close", "value": "45.75 USD", "hint": "2026-06-12"}, {"label": "1W Return", "value": "5.2%", "tone": "positive", "hint": "latest completed week"}, {"label": "4W Return", "value": "-4.0%", "tone": "negative", "hint": "short-term follow-through"}, {"label": "12W Return", "value": "-2.2%", "tone": "negative", "hint": "quarterly tape"}, {"label": "Trend Breadth", "value": "30.8%", "hint": "16 of 52 weeks active"}, {"label": "Volume Ratio", "value": "0.8x", "hint": "vs 13-week average"}], "classification": {"exchange": "NASDAQ", "country": "US", "sector": "Financial Services", "industry": "Asset Management", "currency": "USD", "market_cap": "16.4B"}, "price": {"trend_line": "52.27 USD", "fair_value": "44.63 USD", "vs_trend": "-12.5%", "vs_fair_value": "2.5%", "high_52": "68.43 USD", "low_52": "41.54 USD", "drawdown": "-33.1%", "range_position": "15.7%"}, "momentum": {"returns": [{"label": "1W", "value": 5.220791168353274, "value_label": "5.2%", "tone": "positive", "width": 14.91654619529507}, {"label": "4W", "value": -4.011581553438797, "value_label": "-4.0%", "tone": "negative", "width": 11.461661581253704}, {"label": "12W", "value": -2.1990777854023316, "value_label": "-2.2%", "tone": "negative", "width": 6.283079386863805}, {"label": "26W", "value": -20.497554973985757, "value_label": "-20.5%", "tone": "negative", "width": 58.56444278281645}, {"label": "52W", "value": 1.6596634454070864, "value_label": "1.7%", "tone": "positive", "width": 4.741895558305961}], "trend_streak": 0, "active_weeks": 16, "active_breadth": "30.8%", "peer": {"scope": "US Financial Services", "count": 1015, "rank": 184, "percentile": 81.95266272189349, "avg_weekly_return": 2.169863674770037}}, "setup": {"scores": [{"label": "Trend", "value": 16.923076923076923, "value_label": "17", "width": 16.923076923076923, "tone": "negative", "description": "Persistence of active Trend Signal over the last year and current streak."}, {"label": "Momentum", "value": 38.79419242022867, "value_label": "39", "width": 38.79419242022867, "tone": "neutral", "description": "Blend of 4-week and 12-week follow-through."}, {"label": "Dynamics", "value": 51.21877845407781, "value_label": "51", "width": 51.21877845407781, "tone": "neutral", "description": "Latest Market Dynamics and whether pressure has improved over four weeks."}, {"label": "Relative Strength", "value": 0, "value_label": "0", "width": 4, "tone": "negative", "description": "Relative leadership and short-term RS change."}, {"label": "Volume", "value": 35.6758829547916, "value_label": "36", "width": 35.6758829547916, "tone": "neutral", "description": "Participation compared with the 13-week volume baseline."}, {"label": "Risk Control", "value": 6.9426830756917255, "value_label": "7", "width": 6.9426830756917255, "tone": "negative", "description": "Drawdown and recent weekly volatility pressure."}], "timeline": [{"week": "27 Feb", "return": -2.3295957844688475, "return_label": "-2.3%", "tone": "negative", "trend": false, "buy_signal": false, "positive_md": true, "height": 19.41329820390706}, {"week": "6 Mar", "return": -5.943328217292226, "return_label": "-5.9%", "tone": "negative", "trend": false, "buy_signal": false, "positive_md": false, "height": 49.52773514410189}, {"week": "13 Mar", "return": -6.66666666666667, "return_label": "-6.7%", "tone": "negative", "trend": false, "buy_signal": false, "positive_md": false, "height": 55.55555555555558}, {"week": "20 Mar", "return": 3.2646943253612664, "return_label": "3.3%", "tone": "positive", "trend": false, "buy_signal": false, "positive_md": false, "height": 27.20578604467722}, {"week": "27 Mar", "return": -3.0979911797463324, "return_label": "-3.1%", "tone": "negative", "trend": false, "buy_signal": false, "positive_md": false, "height": 25.81659316455277}, {"week": "2 Apr", "return": 1.9270011802468587, "return_label": "1.9%", "tone": "positive", "trend": false, "buy_signal": false, "positive_md": false, "height": 16.058343168723823}, {"week": "10 Apr", "return": 1.589723611020923, "return_label": "1.6%", "tone": "positive", "trend": false, "buy_signal": false, "positive_md": false, "height": 13.24769675850769}, {"week": "17 Apr", "return": 11.397709720372841, "return_label": "11.4%", "tone": "positive", "trend": false, "buy_signal": false, "positive_md": false, "height": 94.98091433644035}, {"week": "24 Apr", "return": -8.276388339042178, "return_label": "-8.3%", "tone": "negative", "trend": false, "buy_signal": false, "positive_md": false, "height": 68.96990282535148}, {"week": "1 May", "return": 2.31777446945149, "return_label": "2.3%", "tone": "positive", "trend": false, "buy_signal": false, "positive_md": false, "height": 19.314787245429084}, {"week": "8 May", "return": 2.407104749405976, "return_label": "2.4%", "tone": "positive", "trend": false, "buy_signal": false, "positive_md": false, "height": 20.0592062450498}, {"week": "15 May", "return": -5.1551561511245225, "return_label": "-5.2%", "tone": "negative", "trend": false, "buy_signal": false, "positive_md": false, "height": 42.959634592704354}, {"week": "22 May", "return": -4.682975955687968, "return_label": "-4.7%", "tone": "negative", "trend": false, "buy_signal": false, "positive_md": false, "height": 39.024799630733064}, {"week": "29 May", "return": 0.0, "return_label": "0.0%", "tone": "neutral", "trend": false, "buy_signal": false, "positive_md": false, "height": 4}, {"week": "5 Jun", "return": -4.292317851639892, "return_label": "-4.3%", "tone": "negative", "trend": false, "buy_signal": false, "positive_md": false, "height": 35.76931543033243}, {"week": "12 Jun", "return": 5.220791168353274, "return_label": "5.2%", "tone": "positive", "trend": false, "buy_signal": false, "positive_md": false, "height": 43.50659306961062}]}, "groups": {"sector": {"scope": "US Financial Services", "count": 100, "avg_weekly_return": 3.0756431835644955, "avg_four_week_return": 4.356315241839562, "avg_twelve_week_return": 12.421347017876169, "trend_breadth": 45.0, "positive_md_breadth": 72.0, "positive_rs_breadth": 41.0, "week_rank": null, "four_week_rank": null, "twelve_week_rank": null, "top_peers": [{"id": 357, "symbol": "BAP", "name": "Credicorp Ltd", "exchange": "NYSE", "url": "/terminal/f822713b-1726-4e28-a57c-3f6d25f3ce02/report/", "weekly_return": 14.589147286821708, "weekly_return_label": "14.6%", "weekly_return_tone": "positive", "four_week_return": 22.320606098520468, "four_week_return_label": "22.3%", "four_week_return_tone": "positive", "twelve_week_return": 15.446818706789445, "twelve_week_return_label": "15.4%", "twelve_week_return_tone": "positive", "trend_active": true, "positive_md": true, "positive_rs": true}, {"id": 6453, "symbol": "HOOD", "name": "Robinhood Markets Inc", "exchange": "NASDAQ", "url": "/terminal/b135bccb-6cc9-4f40-9696-3fb91bd5788d/report/", "weekly_return": 12.998666181641807, "weekly_return_label": "13.0%", "weekly_return_tone": "positive", "four_week_return": 20.806326160228153, "four_week_return_label": "20.8%", "four_week_return_tone": "positive", "twelve_week_return": 31.45718719142333, "twelve_week_return_label": "31.5%", "twelve_week_return_tone": "positive", "trend_active": false, "positive_md": true, "positive_rs": false}, {"id": 6054, "symbol": "FITB", "name": "Fifth Third Bancorp", "exchange": "NASDAQ", "url": "/terminal/84af92f6-747e-4c8b-a8aa-e5c9e5824e29/report/", "weekly_return": 5.229763507017879, "weekly_return_label": "5.2%", "weekly_return_tone": "positive", "four_week_return": 15.586061246040117, "four_week_return_label": "15.6%", "four_week_return_tone": "positive", "twelve_week_return": 24.917832231676574, "twelve_week_return_label": "24.9%", "twelve_week_return_tone": "positive", "trend_active": true, "positive_md": true, "positive_rs": true}, {"id": 4344, "symbol": "WFC", "name": "Wells Fargo & Company", "exchange": "NYSE", "url": "/terminal/a3dd2165-25a3-46b5-9fbf-a004fabab9f8/report/", "weekly_return": 2.1845252623871203, "weekly_return_label": "2.2%", "weekly_return_tone": "positive", "four_week_return": 14.042495232906568, "four_week_return_label": "14.0%", "four_week_return_tone": "positive", "twelve_week_return": 8.541361219894467, "twelve_week_return_label": "8.5%", "twelve_week_return_tone": "positive", "trend_active": false, "positive_md": false, "positive_rs": false}, {"id": 2746, "symbol": "MTB", "name": "M&T Bank Corporation", "exchange": "NYSE", "url": "/terminal/313c171e-27c5-429e-85bb-c643fab9a0ad/report/", "weekly_return": 4.243841035784929, "weekly_return_label": "4.2%", "weekly_return_tone": "positive", "four_week_return": 13.969523916249996, "four_week_return_label": "14.0%", "four_week_return_tone": "positive", "twelve_week_return": 17.022457734039865, "twelve_week_return_label": "17.0%", "twelve_week_return_tone": "positive", "trend_active": true, "positive_md": true, "positive_rs": true}]}, "industry": {"scope": "US Asset Management", "count": 100, "avg_weekly_return": 1.7024639927604364, "avg_four_week_return": 0.5434069637981226, "avg_twelve_week_return": 12.636838028045993, "trend_breadth": 41.0, "positive_md_breadth": 71.0, "positive_rs_breadth": 23.0, "week_rank": 14, "four_week_rank": 82, "twelve_week_rank": 86, "top_peers": [{"id": 7035, "symbol": "MAAS", "name": "Maase Inc.", "exchange": "NASDAQ", "url": "/terminal/4075d40c-300e-447c-9039-1ecc6da57b91/report/", "weekly_return": 39.39962476547842, "weekly_return_label": "39.4%", "weekly_return_tone": "positive", "four_week_return": 47.12871287128713, "four_week_return_label": "47.1%", "four_week_return_tone": "positive", "twelve_week_return": 164.41281138790032, "twelve_week_return_label": "164.4%", "twelve_week_return_tone": "positive", "trend_active": true, "positive_md": true, "positive_rs": true}, {"id": 184, "symbol": "AMG", "name": "Affiliated Managers Group, Inc.", "exchange": "NYSE", "url": "/terminal/456f4bef-5fb0-4473-9582-f736596130a9/report/", "weekly_return": 5.28784774798848, "weekly_return_label": "5.3%", "weekly_return_tone": "positive", "four_week_return": 20.655983124085594, "four_week_return_label": "20.7%", "four_week_return_tone": "positive", "twelve_week_return": 27.48741015987875, "twelve_week_return_label": "27.5%", "twelve_week_return_tone": "positive", "trend_active": true, "positive_md": true, "positive_rs": true}, {"id": 51, "symbol": "AAMI", "name": "Acadian Asset Management Inc", "exchange": "NYSE", "url": "/terminal/2fa06796-7884-4b32-b963-8c647ae3441b/report/", "weekly_return": 6.27027070910442, "weekly_return_label": "6.3%", "weekly_return_tone": "positive", "four_week_return": 14.269086676608596, "four_week_return_label": "14.3%", "four_week_return_tone": "positive", "twelve_week_return": 54.515050167224096, "twelve_week_return_label": "54.5%", "twelve_week_return_tone": "positive", "trend_active": true, "positive_md": true, "positive_rs": true}, {"id": 7661, "symbol": "PFG", "name": "Principal Financial Group Inc", "exchange": "NASDAQ", "url": "/terminal/ce1cf245-09ee-476e-81e8-21bf0d056b01/report/", "weekly_return": 5.602547044288155, "weekly_return_label": "5.6%", "weekly_return_tone": "positive", "four_week_return": 11.410013716320806, "four_week_return_label": "11.4%", "four_week_return_tone": "positive", "twelve_week_return": 30.61596332432115, "twelve_week_return_label": "30.6%", "twelve_week_return_tone": "positive", "trend_active": true, "positive_md": true, "positive_rs": true}, {"id": 570, "symbol": "BSTZ", "name": "BlackRock Science and Technology Trust II", "exchange": "NYSE", "url": "/terminal/5fba27fa-4940-41b1-bc29-b1a2ff5f5d57/report/", "weekly_return": 5.817555938037858, "weekly_return_label": "5.8%", "weekly_return_tone": "positive", "four_week_return": 10.297811266594897, "four_week_return_label": "10.3%", "four_week_return_tone": "positive", "twelve_week_return": 45.315306797768734, "twelve_week_return_label": "45.3%", "twelve_week_return_tone": "positive", "trend_active": true, "positive_md": true, "positive_rs": true}]}}, "dynamics": {"market_dynamics": "-0.18", "market_dynamics_tone": "negative", "md_4_change": "54.9%", "relative_strength": "-29.82", "rs_4_change": "-10.3%", "expectation": "Positive", "expectation_probability": "58.12%"}, "volume": {"latest": "13.5M", "average_13": "15.9M", "average_52": "14.4M", "ratio_13": "0.8x", "ratio_52": "0.9x"}, "risk": {"volatility_13": "5.0%", "volatility_52": "5.0%", "downside_weeks": 23, "upside_weeks": 28, "downside_breadth": "44.2%", "average_gain": "3.9%", "average_loss": "-4.4%"}, "signals": [{"label": "Trend Signal", "value": "Inactive", "tone": "negative"}, {"label": "Market Dynamics", "value": "No fresh buy", "tone": "neutral"}, {"label": "Price vs Trend", "value": "-12.5%", "tone": "negative"}, {"label": "Volume", "value": "0.8x", "tone": "neutral"}], "opportunities": ["Price is above Fair Value, showing premium demand versus the model."], "risks": ["Trend Signal is inactive, so price action has not confirmed a constructive regime.", "Price is below the Trend Line, which keeps downside pressure in focus.", "Market Dynamics is negative, which weakens the current setup.", "The share remains more than 20% below its 52-week high."], "watch_points": ["Trend Line remains the key weekly regime level.", "Market Dynamics is the pressure gauge to monitor for confirmation or fade.", "A volume ratio above 1.5x would show stronger participation in the next move."], "recent_rows": [{"week": "2026-06-12", "close": "45.75 USD", "weekly_return": 5.220791168353274, "weekly_return_label": "5.2%", "weekly_return_tone": "positive", "trend_line": "52.27 USD", "fair_value": "44.63 USD", "market_dynamics": "-0.18", "relative_strength": "-29.82", "volume": "13.5M", "trend_signal": "Off"}, {"week": "2026-06-05", "close": "43.48 USD", "weekly_return": -4.292317851639892, "weekly_return_label": "-4.3%", "weekly_return_tone": "negative", "trend_line": "52.50 USD", "fair_value": "44.52 USD", "market_dynamics": "-0.23", "relative_strength": "-32.09", "volume": "21.5M", "trend_signal": "Off"}, {"week": "2026-05-29", "close": "45.43 USD", "weekly_return": 0.0, "weekly_return_label": "0.0%", "weekly_return_tone": "neutral", "trend_line": "52.76 USD", "fair_value": "44.42 USD", "market_dynamics": "-0.25", "relative_strength": "-32.58", "volume": "12.4M", "trend_signal": "Off"}, {"week": "2026-05-22", "close": "45.43 USD", "weekly_return": -4.682975955687968, "weekly_return_label": "-4.7%", "weekly_return_tone": "negative", "trend_line": "52.99 USD", "fair_value": "44.30 USD", "market_dynamics": "-0.26", "relative_strength": "-30.97", "volume": "16.7M", "trend_signal": "Off"}, {"week": "2026-05-15", "close": "47.66 USD", "weekly_return": -5.1551561511245225, "weekly_return_label": "-5.2%", "weekly_return_tone": "negative", "trend_line": "53.38 USD", "fair_value": "44.17 USD", "market_dynamics": "-0.39", "relative_strength": "-27.03", "volume": "15.6M", "trend_signal": "Off"}, {"week": "2026-05-08", "close": "50.25 USD", "weekly_return": 2.407104749405976, "weekly_return_label": "2.4%", "weekly_return_tone": "positive", "trend_line": "53.66 USD", "fair_value": "44.02 USD", "market_dynamics": "-0.45", "relative_strength": "-23.65", "volume": "20.6M", "trend_signal": "Off"}, {"week": "2026-05-01", "close": "49.07 USD", "weekly_return": 2.31777446945149, "weekly_return_label": "2.3%", "weekly_return_tone": "positive", "trend_line": "53.82 USD", "fair_value": "43.86 USD", "market_dynamics": "-0.72", "relative_strength": "-21.56", "volume": "17.1M", "trend_signal": "Off"}, {"week": "2026-04-24", "close": "47.96 USD", "weekly_return": -8.276388339042178, "weekly_return_label": "-8.3%", "weekly_return_tone": "negative", "trend_line": "54.26 USD", "fair_value": "43.70 USD", "market_dynamics": "-0.91", "relative_strength": "-22.28", "volume": "16.3M", "trend_signal": "Off"}, {"week": "2026-04-17", "close": "52.29 USD", "weekly_return": 11.397709720372841, "weekly_return_label": "11.4%", "weekly_return_tone": "positive", "trend_line": "54.75 USD", "fair_value": "43.56 USD", "market_dynamics": "-1.03", "relative_strength": "-13.45", "volume": "15.5M", "trend_signal": "Off"}, {"week": "2026-04-10", "close": "46.94 USD", "weekly_return": 1.589723611020923, "weekly_return_label": "1.6%", "weekly_return_tone": "positive", "trend_line": "55.23 USD", "fair_value": "43.40 USD", "market_dynamics": "-1.17", "relative_strength": "-17.47", "volume": "14.5M", "trend_signal": "Off"}, {"week": "2026-04-02", "close": "46.20 USD", "weekly_return": 1.9270011802468587, "weekly_return_label": "1.9%", "weekly_return_tone": "positive", "trend_line": "55.84 USD", "fair_value": "43.28 USD", "market_dynamics": "-1.18", "relative_strength": "-15.15", "volume": "14.0M", "trend_signal": "Off"}, {"week": "2026-03-27", "close": "45.33 USD", "weekly_return": -3.0979911797463324, "weekly_return_label": "-3.1%", "weekly_return_tone": "negative", "trend_line": "56.38 USD", "fair_value": "43.15 USD", "market_dynamics": "-1.07", "relative_strength": "-13.50", "volume": "13.7M", "trend_signal": "Off"}, {"week": "2026-03-20", "close": "46.78 USD", "weekly_return": 3.2646943253612664, "weekly_return_label": "3.3%", "weekly_return_tone": "positive", "trend_line": "56.98 USD", "fair_value": "43.04 USD", "market_dynamics": "-0.83", "relative_strength": "-13.77", "volume": "15.4M", "trend_signal": "Off"}, {"week": "2026-03-13", "close": "45.30 USD", "weekly_return": -6.66666666666667, "weekly_return_label": "-6.7%", "weekly_return_tone": "negative", "trend_line": "57.53 USD", "fair_value": "42.91 USD", "market_dynamics": "-0.64", "relative_strength": "-18.29", "volume": "18.9M", "trend_signal": "Off"}], "chart_url": "/terminal/1ca63cdb-974c-4037-b24f-cc78b8a3c463/", "api_path": "/terminal/1ca63cdb-974c-4037-b24f-cc78b8a3c463/report/api/"}