MSFT.NEO vs. STRD

Last updated Jun 16, 2026

MSFT.NEO (Microsoft Corp CDR) and STRD (MicroStrategy Incorporated) are both stocks. Both are in the Technology sector — MSFT.NEO in Software - Infrastructure, STRD in Software - Application. At a correlation of -0.02, they often move in opposite directions.

Performance

MSFT.NEO vs. STRD - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Microsoft Corp CDR (MSFT.NEO) and MicroStrategy Incorporated (STRD). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

MSFT.NEO is traded in CAD, while STRD is traded in USD. To make them comparable, the STRD values have been converted to CAD using the latest available exchange rates.

Returns By Period

MSFT.NEO

• 1D: 2.25%
• 1M: -5.02%
• YTD: -17.91%
• 6M: -16.55%
• 1Y: -17.17%
• 3Y*: 4.13%
• 5Y*: —
• 10Y*: —

STRD

• 1D: -4.63%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

MSFT.NEO vs. STRD - Yearly Performance Comparison

	2026 (YTD)
MSFT.NEO Microsoft Corp CDR	-3.27%
STRD MicroStrategy Incorporated	-5.72%

Correlation

The correlation between MSFT.NEO and STRD is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 28, 2026	-0.02

Fundamentals

Market Cap MSFT.NEO : CA$209.09B STRD : $22.78B
EPS MSFT.NEO : $14.11 STRD : -$38.95
PS Ratio MSFT.NEO : 0.51 STRD : 43.47
PB Ratio MSFT.NEO : 0.41 STRD : 0.62
Total Revenue (TTM) MSFT.NEO : $293.81B STRD : $490.47M
Gross Profit (TTM) MSFT.NEO : $202.04B STRD : $334.08M

Return for Risk

MSFT.NEO vs. STRD — Risk / Return Rank

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

MSFT.NEO

MSFT.NEO Risk / Return Rank: 18
MSFT.NEO Sharpe Ratio Rank: 13
MSFT.NEO Sortino Ratio Rank: 15
MSFT.NEO Omega Ratio Rank: 15
MSFT.NEO Calmar Ratio Rank: 25
MSFT.NEO Martin Ratio Rank: 21

STRD

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

MSFT.NEO vs. STRD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Microsoft Corp CDR (MSFT.NEO) and MicroStrategy Incorporated (STRD). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	MSFT.NEO	STRD	Difference
Sharpe ratio: Return per unit of total volatility	-0.68	—	—
Sortino ratio: Return per unit of downside risk	-0.81	—	—
Omega ratio: Gain probability vs. loss probability	0.89	—	—
Calmar ratio: Return relative to maximum drawdown	-0.50	—	—
Martin ratio: Return relative to average drawdown	-1.00	—	—

Drawdowns

MSFT.NEO vs. STRD - Drawdown Comparison

The maximum MSFT.NEO drawdown since its inception was -37.95%, which is greater than STRD's maximum drawdown of -6.84%. Use the drawdown chart below to compare losses from any high point for MSFT.NEO and STRD.

Drawdown Indicators

	MSFT.NEO	STRD	Difference
Max Drawdown Largest peak-to-trough decline	-37.95%	-6.84%	-31.11%
Max Drawdown (1Y) Largest decline over 1 year	-34.54%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-34.54%	—	—
Current Drawdown Current decline from peak	-27.08%	-5.72%	-21.36%
Average Drawdown Average peak-to-trough decline	-12.46%	-4.15%	-8.31%
Ulcer Index Depth and duration of drawdowns from previous peaks	17.18%	—	—

Volatility

Volatility by Period

	MSFT.NEO	STRD	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.69%	—	—
Volatility (6M) Calculated over the trailing 6-month period	22.31%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	25.27%	39.15%	-13.88%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	27.17%	39.15%	-11.98%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	27.17%	39.15%	-11.98%

Dividends

MSFT.NEO vs. STRD - Dividend Comparison

MSFT.NEO's dividend yield for the trailing twelve months is around 0.89%, while STRD has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021
MSFT.NEO Microsoft Corp CDR	0.89%	0.70%	0.73%	0.75%	1.07%	0.19%
STRD MicroStrategy Incorporated	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Financials

Frequently Asked Questions

Can I hold both MSFT.NEO and STRD in my portfolio?

MSFT.NEO and STRD have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.