Carlyle Group Inc. (CG) Scorecard
- 2026-Q2: Total return Lose; Revenue growth Lose; EPS growth Lose.
- 2026-Q1: Total return Lose; Revenue growth Lose; EPS growth Lose.
- 2025-Q4: Total return Lose; Revenue growth Lose; EPS growth Lose.
- 2025-Q3: Total return Win; Revenue growth Lose; EPS growth Win.
44/120
All 120 Win/Lose results shown below
Every strict quarterly win earns 1 point. A loss, tie, or unavailable scoring value earns 0.
Trailing 1 year (4 quarters): 2 wins, 10 lossesLast fetched: 4 Sept 2026
Complete point ledger
Each cell identifies the missing side explicitly.
| Quarter | Total return | Revenue growth | EPS growth |
|---|---|---|---|
| 2026-Q20/3 |
LoseCG / S&P -12.34% / 15.20% |
LoseCG / S&P -41.88% / 15.00% |
LoseCG / S&P -71.85% / 50.40% |
| 2026-Q10/3 |
LoseCG / S&P -17.61% / -4.33% |
LoseCG / S&P -28.89% / 11.30% |
LoseCG / S&P -50.34% / 27.70% |
| 2025-Q40/3 |
LoseCG / S&P -5.09% / 2.65% |
LoseCG / S&P -11.91% / 9.00% |
LoseCG / S&P -21.30% / 13.40% |
| 2025-Q32/3 |
WinCG / S&P 22.66% / 8.12% |
LoseCG / S&P -26.47% / 4.61% |
WinCG / S&P 493.33% / 13.45% |
| 2025-Q22/3 |
WinCG / S&P 18.79% / 10.94% |
WinCG / S&P 82.71% / 4.83% |
LoseCG / S&P -407.21% / 10.63% |
| 2025-Q11/3 |
LoseCG / S&P -13.08% / -4.27% |
WinCG / S&P 104.44% / 4.98% |
LoseCG / S&P -265.17% / 10.57% |
| 2024-Q42/3 |
WinCG / S&P 18.07% / 2.41% |
WinCG / S&P 83.06% / 5.25% |
LoseCG / S&P -264.88% / 6.15% |
| 2024-Q32/3 |
WinCG / S&P 8.15% / 5.89% |
WinCG / S&P 92.94% / 5.89% |
LoseCG / S&P -48.28% / 6.11% |
| 2024-Q21/3 |
LoseCG / S&P -13.70% / 4.28% |
WinCG / S&P 8.69% / 5.38% |
LoseCG / S&P -198.23% / 5.12% |
| 2024-Q11/3 |
WinCG / S&P 16.20% / 10.56% |
LoseCG / S&P -24.83% / 5.71% |
LoseCG / S&P -185.99% / 5.59% |
| 2023-Q41/3 |
WinCG / S&P 36.41% / 11.69% |
LoseCG / S&P -33.23% / 6.81% |
LoseCG / S&P -150.00% / 7.78% |
| 2023-Q30/3 |
LoseCG / S&P -4.56% / -3.27% |
LoseCG / S&P -51.79% / 7.52% |
LoseCG / S&P -87.89% / -5.03% |
| 2023-Q20/3 |
LoseCG / S&P 4.21% / 8.74% |
LoseCG / S&P -50.09% / 9.50% |
LoseCG / S&P -79.38% / -8.57% |
| 2023-Q10/3 |
LoseCG / S&P 5.06% / 7.50% |
LoseCG / S&P -53.12% / 10.77% |
LoseCG / S&P -71.88% / -15.69% |
| 2022-Q41/3 |
WinCG / S&P 16.78% / 7.56% |
LoseCG / S&P -49.46% / 11.88% |
LoseCG / S&P -59.02% / -17.99% |
| 2022-Q30/3 |
LoseCG / S&P -17.68% / -4.88% |
LoseCG / S&P -31.08% / 13.47% |
LoseCG / S&P -39.21% / -1.41% |
| 2022-Q20/3 |
LoseCG / S&P -34.71% / -16.10% |
LoseCG / S&P -18.50% / 13.71% |
LoseCG / S&P -24.31% / 11.04% |
| 2022-Q12/3 |
LoseCG / S&P -10.44% / -4.60% |
WinCG / S&P 29.57% / 15.97% |
WinCG / S&P 44.31% / 42.23% |
| 2021-Q43/3 |
WinCG / S&P 16.60% / 11.03% |
WinCG / S&P 199.26% / 15.00% |
WinCG / S&P 781.72% / 96.40% |
| 2021-Q32/3 |
WinCG / S&P 2.26% / 0.58% |
WinCG / S&P 341.32% / 10.77% |
LoseCG / S&P -1331.25% / 69.42% |
| 2021-Q22/3 |
WinCG / S&P 27.15% / 8.55% |
WinCG / S&P 376.57% / 6.58% |
LoseCG / S&P -895.60% / 51.81% |
| 2021-Q12/3 |
WinCG / S&P 17.71% / 6.17% |
WinCG / S&P 296.13% / -1.06% |
LoseCG / S&P -5766.67% / 7.39% |
| 2020-Q41/3 |
WinCG / S&P 28.62% / 12.15% |
LoseCG / S&P -13.10% / -3.72% |
LoseCG / S&P -67.37% / -33.42% |
| 2020-Q30/3 |
LoseCG / S&P -10.77% / 8.93% |
LoseCG / S&P -38.72% / -2.04% |
LoseCG / S&P -122.70% / -27.10% |
| 2020-Q21/3 |
WinCG / S&P 30.19% / 20.54% |
LoseCG / S&P -45.81% / -0.46% |
LoseCG / S&P -138.40% / -27.11% |
| 2020-Q10/3 |
LoseCG / S&P -32.00% / -19.60% |
LoseCG / S&P -45.07% / 3.47% |
LoseCG / S&P -105.29% / -14.75% |
| 2019-Q43/3 |
WinCG / S&P 26.94% / 9.07% |
WinCG / S&P 39.13% / 5.36% |
WinCG / S&P 247.56% / 2.99% |
| 2019-Q32/3 |
WinCG / S&P 15.14% / 1.70% |
LoseCG / S&P -6.55% / 5.02% |
WinCG / S&P 95.83% / 0.21% |
| 2019-Q22/3 |
WinCG / S&P 24.83% / 4.30% |
LoseCG / S&P -8.17% / 6.64% |
WinCG / S&P 33.90% / 8.65% |
| 2019-Q11/3 |
WinCG / S&P 18.80% / 13.65% |
LoseCG / S&P -13.73% / 8.12% |
LoseCG / S&P -5.56% / 14.29% |
| 2018-Q40/3 |
LoseCG / S&P -28.74% / -13.52% |
LoseCG / S&P -33.98% / 9.05% |
LoseCG / S&P -65.83% / 18.23% |
| 2018-Q30/3 |
LoseCG / S&P 6.86% / 7.71% |
LoseCG / S&P 1.20% / 10.21% |
LoseCG / S&P -18.18% / 19.06% |
| 2018-Q21/3 |
LoseCG / S&P 1.02% / 3.43% |
LoseCG / S&P 1.01% / 9.03% |
WinCG / S&P 35.11% / 14.46% |
| 2018-Q12/3 |
LoseCG / S&P -5.47% / -0.76% |
WinCG / S&P 11.94% / 7.68% |
WinCG / S&P 127.85% / 12.46% |
| 2017-Q41/3 |
LoseCG / S&P -0.37% / 6.64% |
WinCG / S&P 61.64% / 7.03% |
LoseCG / S&P -2500.00% / 13.82% |
| 2017-Q33/3 |
WinCG / S&P 21.97% / 4.48% |
WinCG / S&P 34.38% / 5.68% |
WinCG / S&P 4300.00% / 17.57% |
| 2017-Q22/3 |
WinCG / S&P 24.53% / 3.09% |
WinCG / S&P 52.62% / 4.83% |
LoseCG / S&P -224.76% / 17.74% |
| 2017-Q11/3 |
LoseCG / S&P 5.62% / 6.07% |
WinCG / S&P 23.75% / 3.67% |
LoseCG / S&P -201.28% / 13.32% |
| 2016-Q40/3 |
LoseCG / S&P 1.33% / 3.82% |
LoseCG / S&P -24.35% / 2.09% |
LoseCG / S&P -60.00% / 7.05% |
| 2016-Q30/3 |
LoseCG / S&P -0.23% / 3.85% |
LoseCG / S&P -22.86% / 0.20% |
LoseCG / S&P -500.00% / -3.15% |
Dividend-reinvested, split-adjusted total return
1Y · 2025-08-29 to 2026-08-27
| Metric | CG total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | -21.60% | 20.78% |
| Annualized return | -21.60% | 20.78% |
5Y · 2021-09-01 to 2026-08-27
| Metric | CG total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 15.99% | 83.14% |
| Annualized return | 3.01% | 12.86% |
10Y · 2016-09-01 to 2026-08-27
| Metric | CG total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 394.29% | 319.30% |
| Annualized return | 17.33% | 15.41% |
Calculation rules
- window
- Latest 40 completed benchmark quarters; unavailable issuer evidence remains visible and scores 0.
- return Basis
- Issuer adjusted close reinvests distributions and normalizes splits; the S&P 500 Total Return Index is the direct benchmark.
- point Rule
- Strict same-quarter win = 1. Loss, tie or unavailable evidence = 0. No partial or subjective points.
- frequency
- Quarter endpoints only.
- fundamentals
- Trailing-four-quarter issuer revenue and EPS growth use the issuer's normalized government-filed facts.
- non Scoring
Snapshot captured 2026-09-04.
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