STRC vs. MSTR
STRC (Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock) and MSTR (Strategy Inc) are both stocks. Both operate in the Software - Application industry within the Technology sector. Over the past year, STRC returned 8.05% vs -74.56% for MSTR. Their 0.56 correlation means they have sometimes moved together and sometimes differently.
Performance
STRC vs. MSTR - Performance Comparison
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Returns By Period
In the year-to-date period, STRC achieves a -1.42% return, which is significantly higher than MSTR's -38.61% return.
STRC
- 1D
- 0.52%
- 1M
- 2.97%
- 6M
- -2.51%
- YTD
- -1.42%
- 1Y
- 8.05%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 8.50%
MSTR
- 1D
- -4.56%
- 1M
- -7.43%
- 6M
- -37.69%
- YTD
- -38.61%
- 1Y
- -74.56%
- 3Y*
- 28.96%
- 5Y*
- 8.30%
- 10Y*
- 18.75%
- ALL TIME*
- 9.12%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
MSTR Strategy Inc | $1.53B | $1.65B | $2.43B |
| $103.85M | $114.18M | $295.45M |
STRC vs. MSTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
STRC Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock | -1.42% | 10.08% |
MSTR Strategy Inc | -38.61% | -61.50% |
Correlation
The correlation between STRC and MSTR 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 STRC and MSTR has been stable across timeframes, ranging from 0.56 to 0.56 - a consistent structural relationship.
Fundamentals
STRC:
$31.19B
MSTR:
$30.86B
STRC:
-$97.96
MSTR:
-$97.96
STRC:
57.23
MSTR:
59.67
STRC:
1.87
MSTR:
1.95
STRC:
$498.35M
MSTR:
$498.35M
STRC:
$336.89M
MSTR:
$336.89M
STRC:
-$36.86B
MSTR:
-$36.86B
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Return for Risk
STRC vs. MSTR — Risk / Return Rank
STRC
MSTR
STRC vs. MSTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock (STRC) and Strategy Inc (MSTR). 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.
| STRC | MSTR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.37 | ||
| Sortino ratioReturn per unit of downside risk | +2.85 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 0.78 | +0.35 |
| Calmar ratioReturn relative to maximum drawdown | 0.33 | -0.97 | +1.30 |
| Martin ratioReturn relative to average drawdown | 1.81 | -1.38 | +3.19 |
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Drawdowns
STRC vs. MSTR - Drawdown Comparison
The maximum STRC drawdown since its inception was -23.49%, smaller than the maximum MSTR drawdown of -99.86%. Use the drawdown chart below to compare losses from any high point for STRC and MSTR.
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Drawdown Indicators
| STRC | MSTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.49% | -99.86% | +76.37% |
Max Drawdown (1Y)Largest decline over 1 year | -23.49% | -79.53% | +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 | -6.63% | -80.31% | +73.68% |
Average DrawdownAverage peak-to-trough decline | -1.92% | -86.42% | +84.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.25% | 55.64% | -51.39% |
Volatility
STRC vs. MSTR - Volatility Comparison
The current volatility for Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock (STRC) is 7.15%, while Strategy Inc (MSTR) has a volatility of 18.58%. This indicates that STRC experiences smaller price fluctuations and is considered to be less risky than MSTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STRC | MSTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.15% | 18.58% | -11.43% |
Volatility (6M)Calculated over the trailing 6-month period | 20.47% | 60.57% | -40.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.25% | 75.24% | -52.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.22% | 89.94% | -67.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.22% | 74.33% | -52.11% |
Dividends
STRC vs. MSTR - Dividend Comparison
STRC's dividend yield for the trailing twelve months is around 13.84%, while MSTR has not paid dividends to shareholders.
| Position | TTM | 2025 |
|---|---|---|
MSTR Strategy Inc | 0.00% | 0.00% |
STRC Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock | 13.84% | 4.31% |
Financials
STRC vs. MSTR - Financials Comparison
This section allows you to compare key financial metrics between Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock and Strategy Inc. 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
STRC and MSTR 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 (18.58%) compared to STRC (7.15%). In terms of maximum drawdown, STRC dropped -23.49% vs MSTR's -99.86%.
STRC currently has the higher Sharpe Ratio (0.35 vs -1.02), 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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