PortfoliosLab logoPortfoliosLab logo
LUNA vs. MSFT
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

LUNA vs. MSFT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Luna Innovations Incorporated (LUNA) and Microsoft Corporation (MSFT). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

LUNA vs. MSFT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LUNA
Luna Innovations Incorporated
-4.35%-46.76%-67.52%-24.35%4.15%-14.57%35.53%117.61%37.86%65.31%
MSFT
Microsoft Corporation
-23.28%15.58%12.93%58.19%-28.02%52.48%42.53%57.56%20.80%40.73%

Fundamentals

Total Revenue (TTM)

LUNA:

$116.61M

MSFT:

$305.45B

Gross Profit (TTM)

LUNA:

$68.80M

MSFT:

$209.50B

EBITDA (TTM)

LUNA:

$7.02M

MSFT:

$191.39B

Returns By Period

In the year-to-date period, LUNA achieves a -4.35% return, which is significantly higher than MSFT's -23.28% return. Over the past 10 years, LUNA has underperformed MSFT with an annualized return of 0.28%, while MSFT has yielded a comparatively higher 22.44% annualized return.


LUNA

1D
-5.17%
1M
-26.42%
YTD
-4.35%
6M
3.77%
1Y
61.76%
3Y*
-46.52%
5Y*
-36.71%
10Y*
0.28%

MSFT

1D
3.12%
1M
-5.75%
YTD
-23.28%
6M
-28.23%
1Y
-0.64%
3Y*
9.54%
5Y*
9.74%
10Y*
22.44%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

LUNA vs. MSFT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LUNA
LUNA Risk / Return Rank: 6868
Overall Rank
LUNA Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
LUNA Sortino Ratio Rank: 7676
Sortino Ratio Rank
LUNA Omega Ratio Rank: 8383
Omega Ratio Rank
LUNA Calmar Ratio Rank: 6464
Calmar Ratio Rank
LUNA Martin Ratio Rank: 6464
Martin Ratio Rank

MSFT
MSFT Risk / Return Rank: 3838
Overall Rank
MSFT Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
MSFT Sortino Ratio Rank: 3434
Sortino Ratio Rank
MSFT Omega Ratio Rank: 3535
Omega Ratio Rank
MSFT Calmar Ratio Rank: 4141
Calmar Ratio Rank
MSFT Martin Ratio Rank: 4040
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LUNA vs. MSFT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Luna Innovations Incorporated (LUNA) and Microsoft Corporation (MSFT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


LUNAMSFTDifference

Sharpe ratio

Return per unit of total volatility

0.34

-0.02

+0.37

Sortino ratio

Return per unit of downside risk

1.88

0.15

+1.72

Omega ratio

Gain probability vs. loss probability

1.32

1.02

+0.29

Calmar ratio

Return relative to maximum drawdown

1.02

-0.05

+1.07

Martin ratio

Return relative to average drawdown

2.50

-0.12

+2.63

LUNA vs. MSFT - Sharpe Ratio Comparison

The current LUNA Sharpe Ratio is 0.34, which is higher than the MSFT Sharpe Ratio of -0.02. The chart below compares the historical Sharpe Ratios of LUNA and MSFT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


LUNAMSFTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.34

-0.02

+0.37

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.34

0.37

-0.72

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.00

0.84

-0.83

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.09

0.74

-0.82

Correlation

The correlation between LUNA and MSFT is 0.13, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

LUNA vs. MSFT - Dividend Comparison

LUNA has not paid dividends to shareholders, while MSFT's dividend yield for the trailing twelve months is around 0.94%.


TTM20252024202320222021202020192018201720162015
LUNA
Luna Innovations Incorporated
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MSFT
Microsoft Corporation
0.94%0.70%0.73%0.74%1.06%0.68%0.94%1.20%1.69%1.86%2.37%2.33%

Drawdowns

LUNA vs. MSFT - Drawdown Comparison

The maximum LUNA drawdown since its inception was -97.65%, which is greater than MSFT's maximum drawdown of -69.38%. Use the drawdown chart below to compare losses from any high point for LUNA and MSFT.


Loading graphics...

Drawdown Indicators


LUNAMSFTDifference

Max Drawdown

Largest peak-to-trough decline

-97.65%

-69.38%

-28.27%

Max Drawdown (1Y)

Largest decline over 1 year

-50.00%

-33.91%

-16.09%

Max Drawdown (5Y)

Largest decline over 5 years

-97.65%

-37.15%

-60.50%

Max Drawdown (10Y)

Largest decline over 10 years

-97.65%

-37.15%

-60.50%

Current Drawdown

Current decline from peak

-91.40%

-31.43%

-59.97%

Average Drawdown

Average peak-to-trough decline

-64.98%

-21.77%

-43.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

22.83%

12.46%

+10.37%

Volatility

LUNA vs. MSFT - Volatility Comparison

Luna Innovations Incorporated (LUNA) has a higher volatility of 19.75% compared to Microsoft Corporation (MSFT) at 6.48%. This indicates that LUNA's price experiences larger fluctuations and is considered to be riskier than MSFT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


LUNAMSFTDifference

Volatility (1M)

Calculated over the trailing 1-month period

19.75%

6.48%

+13.27%

Volatility (6M)

Calculated over the trailing 6-month period

77.76%

19.15%

+58.61%

Volatility (1Y)

Calculated over the trailing 1-year period

181.24%

26.46%

+154.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

107.27%

26.19%

+81.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

85.22%

26.89%

+58.33%

Financials

LUNA vs. MSFT - Financials Comparison

This section allows you to compare key financial metrics between Luna Innovations Incorporated and Microsoft Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0020.00B40.00B60.00B80.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
30.70M
81.27B
(LUNA) Total Revenue
(MSFT) Total Revenue
Values in USD except per share items