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MSFT vs. XLM-USD
Performance
Return for Risk
Drawdowns
Volatility

Performance

MSFT vs. XLM-USD - Performance Comparison

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

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Returns By Period

In the year-to-date period, MSFT achieves a -18.85% return, which is significantly lower than XLM-USD's -6.87% return. Over the past 10 years, MSFT has underperformed XLM-USD with an annualized return of 24.39%, while XLM-USD has yielded a comparatively higher 60.23% annualized return.


MSFT

1D
0.10%
1M
-4.36%
YTD
-18.85%
6M
-17.98%
1Y
-17.07%
3Y*
6.16%
5Y*
9.56%
10Y*
24.39%

XLM-USD

1D
-1.52%
1M
15.17%
YTD
-6.87%
6M
-21.39%
1Y
-28.35%
3Y*
33.09%
5Y*
-11.45%
10Y*
60.23%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MSFT vs. XLM-USD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MSFT
Microsoft Corporation
-18.85%15.58%12.93%58.19%-28.02%52.48%42.53%57.56%20.80%40.73%
XLM-USD
Stellar
-6.87%-39.55%157.40%81.66%-73.35%108.68%184.76%-60.36%-68.37%14,396.90%

Correlation

The correlation between MSFT and XLM-USD is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.20

Correlation (3Y)
Calculated over the trailing 3-year period

0.11

Correlation (5Y)
Calculated over the trailing 5-year period

0.17

Correlation (10Y)
Calculated over the trailing 10-year period

0.13

Correlation (All Time)
Calculated using the full available price history since Aug 4, 2014

0.10

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Return for Risk

MSFT vs. XLM-USD — Risk / Return Rank

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

MSFT
MSFT Risk / Return Rank: 1717
Overall Rank
MSFT Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
MSFT Sortino Ratio Rank: 1515
Sortino Ratio Rank
MSFT Omega Ratio Rank: 1414
Omega Ratio Rank
MSFT Calmar Ratio Rank: 2424
Calmar Ratio Rank
MSFT Martin Ratio Rank: 2020
Martin Ratio Rank

XLM-USD
XLM-USD Risk / Return Rank: 7777
Overall Rank
XLM-USD Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
XLM-USD Sortino Ratio Rank: 7777
Sortino Ratio Rank
XLM-USD Omega Ratio Rank: 7777
Omega Ratio Rank
XLM-USD Calmar Ratio Rank: 7878
Calmar Ratio Rank
XLM-USD Martin Ratio Rank: 7878
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.

MSFT vs. XLM-USD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Microsoft Corporation (MSFT) and Stellar (XLM-USD). 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.


MSFTXLM-USDDifference
Sharpe ratioReturn per unit of total volatility

-0.37

Sortino ratioReturn per unit of downside risk

-0.87

Omega ratioGain probability vs. loss probability

0.89

1.00

-0.11

Calmar ratioReturn relative to maximum drawdown

-0.53

-0.40

-0.13

Martin ratioReturn relative to average drawdown

-1.08

-0.57

-0.51

MSFT vs. XLM-USD - Sharpe Ratio Comparison

The current MSFT Sharpe Ratio is -0.70, which is lower than the XLM-USD Sharpe Ratio of -0.33. The chart below compares the historical Sharpe Ratios of MSFT and XLM-USD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

MSFT vs. XLM-USD - Drawdown Comparison

The maximum MSFT drawdown since its inception was -69.38%, smaller than the maximum XLM-USD drawdown of -96.21%. Use the drawdown chart below to compare losses from any high point for MSFT and XLM-USD.


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Drawdown Indicators


MSFTXLM-USDDifference

Max Drawdown

Largest peak-to-trough decline

-69.38%

-96.21%

+26.83%

Max Drawdown (1Y)

Largest decline over 1 year

-33.91%

-71.19%

+37.28%

Max Drawdown (3Y)

Largest decline over 3 years

-33.91%

-74.37%

+40.46%

Max Drawdown (5Y)

Largest decline over 5 years

-37.15%

-83.25%

+46.10%

Max Drawdown (10Y)

Largest decline over 10 years

-37.15%

-96.21%

+59.06%

Current Drawdown

Current decline from peak

-27.46%

-78.80%

+51.34%

Average Drawdown

Average peak-to-trough decline

-21.78%

-72.14%

+50.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

16.48%

50.48%

-34.00%

Volatility

MSFT vs. XLM-USD - Volatility Comparison

The current volatility for Microsoft Corporation (MSFT) is 10.52%, while Stellar (XLM-USD) has a volatility of 43.48%. This indicates that MSFT experiences smaller price fluctuations and is considered to be less risky than XLM-USD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MSFTXLM-USDDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.52%

43.48%

-32.96%

Volatility (6M)

Calculated over the trailing 6-month period

22.31%

59.28%

-36.97%

Volatility (1Y)

Calculated over the trailing 1-year period

25.42%

70.60%

-45.18%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.66%

74.72%

-48.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.06%

112.79%

-85.73%

Frequently Asked Questions


MSFT and XLM-USD have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

XLM-USD has higher volatility (43.48%) compared to MSFT (10.52%). In terms of maximum drawdown, MSFT dropped -69.38% vs XLM-USD's -96.21%.

XLM-USD currently has the higher Sharpe Ratio (-0.33 vs -0.70), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for MSFT and XLM-USD

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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