Oportun Financial Corporation (OPRT) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
Loading chart…
Investment Performance
Final Value
$2,829
Total Return
-71.71%
CAGR
-22.32%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.57% |
| Median | -2.20% |
| Best | +124.23% |
| Worst | -64.55% |
| % of Windows Positive | 44.5% |
1-Year (252 Trading Days)
| Average | -6.03% |
| Median | -35.26% |
| Best | +185.87% |
| Worst | -83.53% |
| % of Windows Positive | 36.2% |
3-Year (756 Trading Days)
| Average | -44.40% |
| Median | -55.79% |
| Best | +88.16% |
| Worst | -90.49% |
| % of Windows Positive | 17.4% |
Risk Metrics
| Maximum Drawdown | -92.32% |
| Average Drawdown | -68.22% |
| Drawdown Duration | 1110 Trading Days (Unrecovered) |
| Sortino Ratio | 0.12 |
| Calmar Ratio | -0.24 |
| CVaR (5%) | -9.90% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +7.56% (+27.11% ann.) | +$756.14 | $0.00 | $0.00 | $0.00 |
| 2025 | +36.34% | +$3633.99 | $0.00 | $0.00 | $0.00 |
| 2024 | -0.77% | $76.71 | $0.00 | $0.00 | $0.00 |
| 2023 | -29.04% | $2903.80 | $0.00 | $0.00 | $0.00 |
| 2022 | -72.79% | $7279.02 | $0.00 | $0.00 | $0.00 |
| 2021 | +4.54% | +$454.31 | $0.00 | $0.00 | $0.00 |
| 2020 | -18.61% | $1861.34 | $0.00 | $0.00 | $0.00 |
| 2019 partial | +47.19% (+335.19% ann.) | +$4718.61 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | September 26, 2019 – February 19, 2020 | +28.14% | +85.94% | +$2813.85 | $0.00 | $0.00 | $0.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -51.23% | -99.97% | $5123.01 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +28.43% | +49.58% | +$2843.47 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +44.76% | +42.04% | +$4476.13 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -73.96% | -76.04% | $7396.37 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -57.30% | -36.81% | $5729.81 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +98.26% | +53.88% | +$9825.79 | $0.00 | $0.00 | $0.00 |
Dividend History
| Date | Per Share | Yield % |
|---|---|---|
| Total | 0 payments |
No dividends recorded.
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.