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. A 0.54 correlation means they provide meaningful diversification when combined.
Performance
STRC vs. MSTR - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, STRC achieves a -5.41% return, which is significantly higher than MSTR's -31.66% return.
STRC
- 1D
- -1.67%
- 1M
- -10.26%
- YTD
- -5.41%
- 6M
- -5.61%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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 vs. MSTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
STRC Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock | -5.41% | 10.08% |
MSTR Strategy Inc | -31.66% | -61.50% |
Correlation
The correlation between STRC and MSTR 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
STRC:
$29.15B
MSTR:
$34.67B
STRC:
-$40.19
MSTR:
-$40.19
STRC:
54.74
MSTR:
65.10
STRC:
0.80
MSTR:
0.95
STRC:
$490.47M
MSTR:
$490.47M
STRC:
$334.08M
MSTR:
$334.08M
STRC:
$466.93M
MSTR:
$466.93M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
STRC vs. MSTR — Risk / Return Rank
STRC
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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 | — | — | |
| 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 | — |
Loading charts...
Drawdowns
STRC vs. MSTR - Drawdown Comparison
The maximum STRC drawdown since its inception was -10.41%, 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.
Loading charts...
Drawdown Indicators
| STRC | MSTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.41% | -99.86% | +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 | -10.41% | -78.08% | +67.67% |
Average DrawdownAverage peak-to-trough decline | -0.82% | -86.44% | +85.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 54.24% | — |
Volatility
STRC vs. MSTR - Volatility Comparison
Loading charts...
Volatility by Period
| STRC | MSTR | 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 | 14.39% | 72.03% | -57.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.39% | 90.57% | -76.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.39% | 73.91% | -59.52% |
Dividends
STRC vs. MSTR - Dividend Comparison
STRC's dividend yield for the trailing twelve months is around 12.49%, 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 | 12.49% | 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 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Find the right allocation for STRC and MSTR
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer