MSTR vs. STRC
MSTR (Strategy Inc) and STRC (Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock) are both stocks. Both operate in the Software - Application industry within the Technology sector. Over the past year, MSTR returned -74.13% vs 11.51% for STRC. Their 0.56 correlation means they have sometimes moved together and sometimes differently.
Performance
MSTR vs. STRC - Performance Comparison
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Returns By Period
In the year-to-date period, MSTR achieves a -37.57% return, which is significantly lower than STRC's 1.73% return.
MSTR
- 1D
- 1.69%
- 1M
- -5.86%
- 6M
- -32.06%
- YTD
- -37.57%
- 1Y
- -74.13%
- 3Y*
- 36.02%
- 5Y*
- 7.17%
- 10Y*
- 19.02%
- ALL TIME*
- 9.18%
STRC
- 1D
- 3.20%
- 1M
- 6.26%
- 6M
- 0.54%
- YTD
- 1.73%
- 1Y
- 11.51%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 11.85%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
MSTR Strategy Inc | $1.51B | $1.54B | $2.39B |
| $112.67M | $110.21M | $294.84M |
MSTR vs. STRC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
MSTR Strategy Inc | -37.57% | -61.50% |
STRC Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock | 1.73% | 10.08% |
Correlation
The correlation between MSTR and STRC is 0.56, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.56 |
Correlation (All Time) Calculated using the full available price history since Jul 30, 2025 | 0.56 |
The correlation between MSTR and STRC has been stable across timeframes, ranging from 0.56 to 0.56 - a consistent structural relationship.
Fundamentals
MSTR:
$31.38B
STRC:
$31.84B
MSTR:
-$97.96
STRC:
-$97.96
MSTR:
60.68
STRC:
59.06
MSTR:
1.98
STRC:
1.93
MSTR:
$498.35M
STRC:
$498.35M
MSTR:
$336.89M
STRC:
$336.89M
MSTR:
-$36.86B
STRC:
-$36.86B
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Return for Risk
MSTR vs. STRC — Risk / Return Rank
MSTR
STRC
MSTR vs. STRC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategy Inc (MSTR) and Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock (STRC). 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.
| MSTR | STRC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.51 | ||
| Sortino ratioReturn per unit of downside risk | -2.93 | ||
| Omega ratioGain probability vs. loss probability | 0.79 | 1.18 | -0.38 |
| Calmar ratioReturn relative to maximum drawdown | -0.93 | 0.49 | -1.43 |
| Martin ratioReturn relative to average drawdown | -1.33 | 2.71 | -4.04 |
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Drawdowns
MSTR vs. STRC - Drawdown Comparison
The maximum MSTR drawdown since its inception was -99.86%, which is greater than STRC's maximum drawdown of -23.49%. Use the drawdown chart below to compare losses from any high point for MSTR and STRC.
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Drawdown Indicators
| MSTR | STRC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.86% | -23.49% | -76.37% |
Max Drawdown (1Y)Largest decline over 1 year | -79.53% | -23.49% | -56.04% |
Max Drawdown (3Y)Largest decline over 3 years | -82.63% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -84.11% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -89.27% | — | — |
Current DrawdownCurrent decline from peak | -79.98% | -3.65% | -76.33% |
Average DrawdownAverage peak-to-trough decline | -86.42% | -1.92% | -84.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 55.84% | 4.25% | +51.59% |
Volatility
MSTR vs. STRC - Volatility Comparison
Strategy Inc (MSTR) has a higher volatility of 16.90% compared to Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock (STRC) at 7.75%. This indicates that MSTR's price experiences larger fluctuations and is considered to be riskier than STRC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSTR | STRC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.90% | 7.75% | +9.15% |
Volatility (6M)Calculated over the trailing 6-month period | 60.42% | 20.69% | +39.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 74.93% | 22.52% | +52.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 89.97% | 22.40% | +67.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 74.36% | 22.40% | +51.96% |
Dividends
MSTR vs. STRC - Dividend Comparison
MSTR has not paid dividends to shareholders, while STRC's dividend yield for the trailing twelve months is around 13.41%.
| Position | TTM | 2025 |
|---|---|---|
MSTR Strategy Inc | 0.00% | 0.00% |
STRC Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock | 13.41% | 4.31% |
Financials
MSTR vs. STRC - Financials Comparison
This section allows you to compare key financial metrics between Strategy Inc and Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
MSTR and STRC have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSTR has higher volatility (16.90%) compared to STRC (7.75%). In terms of maximum drawdown, MSTR dropped -99.86% vs STRC's -23.49%.
STRC currently has the higher Sharpe Ratio (0.51 vs -0.99), 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.
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