Oportun Financial Correlations

OPRT Stock

USD 6.15 0.18 2.84%

The current 90-days correlation between Oportun Financial Corp and Atlanticus Holdings Corp is 0.01 (i.e., Significant diversification). The correlation of Oportun Financial 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 correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak. If the correlation is 0, the equities are not correlated; they are entirely random.

Oportun Financial Correlation With Market

Modest diversification

The correlation between Oportun Financial Corp and DJI is 0.23 (i.e., Modest diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Oportun Financial Corp and DJI in the same portfolio, assuming nothing else is changed.

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Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Oportun Financial Corp. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area.

Moving together with Oportun Stock

0.72	V	Visa Class A	Pair Corr
0.77	GS	Goldman Sachs Group	Pair Corr
0.71	MA	Mastercard	Pair Corr
0.87	AXP	American Express	Pair Corr
0.79	COF	Capital One Financial Earnings Call This Week	Pair Corr
0.76	GAIN	Gladstone Investment	Pair Corr
0.7	GLAD	Gladstone Capital	Pair Corr
0.92	OPFI	OppFi Inc	Pair Corr
0.71	PFLT	PennantPark Floating Rate	Pair Corr
0.91	PYPL	PayPal Holdings Aggressive Push	Pair Corr
0.78	ALLY	Ally Financial	Pair Corr
0.75	ARCC	Ares Capital	Pair Corr
0.79	TPVG	Triplepoint Venture	Pair Corr
0.77	TSLX	Sixth Street Specialty	Pair Corr
0.63	CSWC	Capital Southwest	Pair Corr
0.75	C	Citigroup Aggressive Push	Pair Corr
0.74	L	Loews Corp	Pair Corr
0.74	DHIL	Diamond Hill Investment	Pair Corr
0.81	AB	AllianceBernstein Earnings Call This Week	Pair Corr
0.85	AC	Associated Capital	Pair Corr
0.73	AX	Axos Financial	Pair Corr
0.84	BK	Bank of New York	Pair Corr
0.8	BN	Brookfield Corp	Pair Corr
0.62	BY	Byline Bancorp Earnings Call This Week	Pair Corr
0.72	CG	Carlyle Group Earnings Call This Week	Pair Corr
0.79	CM	Canadian Imperial Bank	Pair Corr
0.85	DB	Deutsche Bank AG Earnings Call This Week	Pair Corr
0.87	HG	Hamilton Insurance Group,	Pair Corr
0.72	IX	Orix Corp Ads	Pair Corr

Moving against Oportun Stock

0.46	HRZN	Horizon Technology	Pair Corr
0.43	PSEC	Prospect Capital	Pair Corr
0.4	CGBD	Carlyle Secured Lending	Pair Corr
0.72	FG	FG Annuities Life	Pair Corr
0.54	EG	Everest Group	Pair Corr
0.43	PT	Pintec Technology	Pair Corr

Related Correlations Analysis

	ATLCP	FCFS	HBT	LPRO	MCBS	MFIN	NAVI	PHAT	SPFI	XGN
ATLCP		-0.14	-0.34	-0.25	0.01	-0.15	-0.31	-0.76	-0.23	-0.17	ATLCP
FCFS	-0.14		0.64	0.49	0.53	0.49	0.63	0.37	0.53	0.57	FCFS
HBT	-0.34	0.64		0.84	0.85	0.78	0.92	0.54	0.84	0.58	HBT
LPRO	-0.25	0.49	0.84		0.67	0.83	0.93	0.63	0.9	0.71	LPRO
MCBS	0.01	0.53	0.85	0.67		0.64	0.74	0.15	0.69	0.3	MCBS
MFIN	-0.15	0.49	0.78	0.83	0.64		0.86	0.54	0.81	0.68	MFIN
NAVI	-0.31	0.63	0.92	0.93	0.74	0.86		0.62	0.87	0.69	NAVI
PHAT	-0.76	0.37	0.54	0.63	0.15	0.54	0.62		0.54	0.62	PHAT
SPFI	-0.23	0.53	0.84	0.9	0.69	0.81	0.87	0.54		0.68	SPFI
XGN	-0.17	0.57	0.58	0.71	0.3	0.68	0.69	0.62	0.68		XGN
	ATLCP	FCFS	HBT	LPRO	MCBS	MFIN	NAVI	PHAT	SPFI	XGN

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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

NAVI	+ 0.93	LPRO
NAVI	+ 0.92	HBT
SPFI	+ 0.9	LPRO
SPFI	+ 0.87	NAVI
NAVI	+ 0.86	MFIN
MCBS	+ 0.85	HBT

High negative correlations

PHAT	- 0.76	ATLCP
HBT	- 0.34	ATLCP
NAVI	- 0.31	ATLCP
LPRO	- 0.25	ATLCP
SPFI	- 0.23	ATLCP
XGN	- 0.17	ATLCP

Risk-Adjusted Indicators

There is a big difference between Oportun Stock performing well and Oportun Financial 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 Oportun Financial'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
ATLCP	0.38	(0.01)	0.00	(0.58)	0.00	0.00	1.37	(1.14)	3.74
FCFS	0.97	0.08	0.01	0.31	0.85	(1.09)	2.32	(1.46)	11.39
HBT	1.16	0.29	0.11	(6.44)	1.13	(1.27)	2.94	(2.11)	7.43
LPRO	4.50	1.24	0.44	0.53	2.88	(6.20)	15.52	(5.43)	29.78
MCBS	1.26	0.21	0.05	(3.79)	1.33	(1.40)	2.57	(2.63)	7.47
MFIN	1.42	0.12	0.04	0.29	1.60	(1.48)	3.57	(2.30)	8.56
NAVI	1.61	0.24	0.13	0.35	1.63	(1.69)	3.80	(2.70)	8.05
PHAT	6.43	1.16	0.20	0.60	6.03	(8.41)	10.95	(10.96)	99.31
SPFI	1.28	0.30	0.22	0.43	1.03	(1.51)	3.12	(2.41)	6.06
XGN	3.28	0.56	0.15	0.59	3.49	(3.78)	7.09	(5.85)	27.99

Oportun Financial Corporate Management

Casey CPA	Global Finance	Profile
Stacy Newton	Chief Officer	Profile
Paul Appleton	Treasurer Markets	Profile
Seher Banwari	VP Risk	Profile
Irfan Ganchi	Chief Officer	Profile
Ezra Garrett	Senior Impact	Profile

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