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. A 0.54 correlation means they provide meaningful diversification when combined.
Performance
MSTR vs. STRC - Performance Comparison
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Returns By Period
In the year-to-date period, MSTR achieves a -31.66% return, which is significantly lower than STRC's -5.41% return.
MSTR
- 1D
- -5.13%
- 1M
- -35.06%
- YTD
- -31.66%
- 6M
- -34.23%
- 1Y
- -71.72%
- 3Y*
- 46.67%
- 5Y*
- 12.28%
- 10Y*
- 19.62%
STRC
- 1D
- -1.67%
- 1M
- -10.26%
- YTD
- -5.41%
- 6M
- -5.61%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MSTR vs. STRC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
MSTR Strategy Inc | -31.66% | -61.50% |
STRC Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock | -5.41% | 10.08% |
Correlation
The correlation between MSTR and STRC is 0.54, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 30, 2025 | 0.54 |
Fundamentals
MSTR:
$34.67B
STRC:
$29.15B
MSTR:
-$40.19
STRC:
-$40.19
MSTR:
65.10
STRC:
54.74
MSTR:
0.95
STRC:
0.80
MSTR:
$490.47M
STRC:
$490.47M
MSTR:
$334.08M
STRC:
$334.08M
MSTR:
$466.93M
STRC:
$466.93M
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Return for Risk
MSTR vs. STRC — Risk / Return Rank
MSTR
STRC
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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 | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 0.80 | — | — |
| Calmar ratioReturn relative to maximum drawdown | -0.93 | — | — |
| Martin ratioReturn relative to average drawdown | -1.32 | — | — |
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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 -10.41%. 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% | -10.41% | -89.45% |
Max Drawdown (1Y)Largest decline over 1 year | -77.22% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -78.08% | — | — |
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 | -78.08% | -10.41% | -67.67% |
Average DrawdownAverage peak-to-trough decline | -86.44% | -0.82% | -85.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 54.24% | — | — |
Volatility
MSTR vs. STRC - Volatility Comparison
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Volatility by Period
| MSTR | STRC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 22.01% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 57.60% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 72.03% | 14.39% | +57.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 90.57% | 14.39% | +76.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 73.91% | 14.39% | +59.52% |
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 12.49%.
| Position | TTM | 2025 |
|---|---|---|
MSTR Strategy Inc | 0.00% | 0.00% |
STRC Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock | 12.49% | 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 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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