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STRD vs. MSFT.NEO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

STRD vs. MSFT.NEO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MicroStrategy Incorporated (STRD) and Microsoft Corp CDR (MSFT.NEO). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

STRD is traded in USD, while MSFT.NEO is traded in CAD. To make them comparable, the MSFT.NEO values have been converted to USD using the latest available exchange rates.

Returns By Period


STRD

1D
-4.57%
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

MSFT.NEO

1D
2.32%
1M
-6.65%
YTD
-19.49%
6M
-17.72%
1Y
-19.35%
3Y*
2.25%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

STRD vs. MSFT.NEO - Yearly Performance Comparison


2026 (YTD)
STRD
MicroStrategy Incorporated
-6.53%
MSFT.NEO
Microsoft Corp CDR
-4.35%

Correlation

The correlation between STRD and MSFT.NEO is -0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (All Time)
Calculated using the full available price history since May 28, 2026

-0.04

Fundamentals

Market Cap

STRD:

$22.78B

MSFT.NEO:

CA$209.09B

EPS

STRD:

-$38.95

MSFT.NEO:

$14.11

PS Ratio

STRD:

43.47

MSFT.NEO:

0.51

PB Ratio

STRD:

0.62

MSFT.NEO:

0.41

Total Revenue (TTM)

STRD:

$490.47M

MSFT.NEO:

$293.81B

Gross Profit (TTM)

STRD:

$334.08M

MSFT.NEO:

$202.04B

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Return for Risk

STRD vs. MSFT.NEO — Risk / Return Rank

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

STRD

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


MSFT.NEO
MSFT.NEO Risk / Return Rank: 1818
Overall Rank
MSFT.NEO Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
MSFT.NEO Sortino Ratio Rank: 1515
Sortino Ratio Rank
MSFT.NEO Omega Ratio Rank: 1515
Omega Ratio Rank
MSFT.NEO Calmar Ratio Rank: 2525
Calmar Ratio Rank
MSFT.NEO Martin Ratio Rank: 2121
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.

STRD vs. MSFT.NEO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MicroStrategy Incorporated (STRD) and Microsoft Corp CDR (MSFT.NEO). 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.


STRDMSFT.NEODifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

0.89

Calmar ratioReturn relative to maximum drawdown

-0.57

Martin ratioReturn relative to average drawdown

-1.18

STRD vs. MSFT.NEO - Sharpe Ratio Comparison


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Drawdowns

STRD vs. MSFT.NEO - Drawdown Comparison

The maximum STRD drawdown since its inception was -7.26%, smaller than the maximum MSFT.NEO drawdown of -42.98%. Use the drawdown chart below to compare losses from any high point for STRD and MSFT.NEO.


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Drawdown Indicators


STRDMSFT.NEODifference

Max Drawdown

Largest peak-to-trough decline

-7.26%

-42.98%

+35.72%

Max Drawdown (1Y)

Largest decline over 1 year

-34.13%

Max Drawdown (3Y)

Largest decline over 3 years

-34.13%

Current Drawdown

Current decline from peak

-6.53%

-27.17%

+20.64%

Average Drawdown

Average peak-to-trough decline

-4.51%

-14.17%

+9.66%

Ulcer Index

Depth and duration of drawdowns from previous peaks

16.49%

Volatility

STRD vs. MSFT.NEO - Volatility Comparison


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Volatility by Period


STRDMSFT.NEODifference

Volatility (1M)

Calculated over the trailing 1-month period

10.98%

Volatility (6M)

Calculated over the trailing 6-month period

22.91%

Volatility (1Y)

Calculated over the trailing 1-year period

37.84%

26.13%

+11.71%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

37.84%

27.83%

+10.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.84%

27.83%

+10.01%

Dividends

STRD vs. MSFT.NEO - Dividend Comparison

STRD has not paid dividends to shareholders, while MSFT.NEO's dividend yield for the trailing twelve months is around 0.89%.


PositionTTM20252024202320222021
MSFT.NEO
Microsoft Corp CDR
0.89%0.70%0.73%0.75%1.07%0.19%
STRD
MicroStrategy Incorporated
0.00%0.00%0.00%0.00%0.00%0.00%

Financials

STRD vs. MSFT.NEO - Financials Comparison

This section allows you to compare key financial metrics between MicroStrategy Incorporated and Microsoft Corp CDR. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0020.00B40.00B60.00B80.00BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
124.30M
77.67B
(STRD) Total Revenue
(MSFT.NEO) Total Revenue
Values in USD except per share items

Frequently Asked Questions


STRD and MSFT.NEO have a correlation of -0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for STRD and MSFT.NEO

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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