MicroStrategy Incorporated Correlations

STRF Stock

97.76 4.46 4.78%

The current 90-days correlation between MicroStrategy Incorporated and CarMax Inc is 0.27 (i.e., Modest diversification). The correlation of MicroStrategy Incorporated is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

The ability to find closely correlated positions to MicroStrategy Incorporated could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace MicroStrategy Incorporated when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back MicroStrategy Incorporated - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling MicroStrategy Incorporated 1000 to buy it.

Moving together with MicroStrategy Pink Sheet

0.69	AXP	American Express	Pair Corr
0.66	HPQ	HP Inc	Pair Corr

Moving against MicroStrategy Pink Sheet

0.64	PG	Procter Gamble	Pair Corr
0.59	XOM	Exxon Mobil Corp Aggressive Push	Pair Corr
0.54	JNJ	Johnson Johnson	Pair Corr
0.51	VZ	Verizon Communications Aggressive Push	Pair Corr
0.42	PFE	Pfizer Inc Aggressive Push	Pair Corr
0.41	MRK	Merck Company Aggressive Push	Pair Corr
0.39	CSCO	Cisco Systems Earnings Call This Week	Pair Corr
0.38	NFG	National Fuel Gas	Pair Corr

Related Correlations Analysis

	BRRAY	MSTSX	ABHYX	RRTLX	KNF	KLKNF	GBEN	QUAYX	SEGG	KMX
BRRAY		0.84	0.89	0.86	0.31	0.77	0.0	0.63	-0.23	0.8	BRRAY
MSTSX	0.84		0.7	0.97	0.31	0.85	0.0	0.72	-0.36	0.77	MSTSX
ABHYX	0.89	0.7		0.72	0.27	0.56	0.0	0.48	-0.22	0.69	ABHYX
RRTLX	0.86	0.97	0.72		0.36	0.88	0.0	0.79	-0.38	0.82	RRTLX
KNF	0.31	0.31	0.27	0.36		0.38	0.0	0.55	-0.54	0.44	KNF
KLKNF	0.77	0.85	0.56	0.88	0.38		0.0	0.75	-0.34	0.83	KLKNF
GBEN	0.0	0.0	0.0	0.0	0.0	0.0		0.0	0.0	0.0	GBEN
QUAYX	0.63	0.72	0.48	0.79	0.55	0.75	0.0		-0.26	0.82	QUAYX
SEGG	-0.23	-0.36	-0.22	-0.38	-0.54	-0.34	0.0	-0.26		-0.27	SEGG
KMX	0.8	0.77	0.69	0.82	0.44	0.83	0.0	0.82	-0.27		KMX
	BRRAY	MSTSX	ABHYX	RRTLX	KNF	KLKNF	GBEN	QUAYX	SEGG	KMX

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Correlation Matchups

Over a given time period, the two securities move together when the Correlation Coefficient is positive. Conversely, the two assets move in opposite directions when the Correlation Coefficient is negative. Determining your positions' relationship to each other is valuable for analyzing and projecting your portfolio's future expected return and risk.

High positive correlations

RRTLX	+ 0.97	MSTSX
ABHYX	+ 0.89	BRRAY
KLKNF	+ 0.88	RRTLX
RRTLX	+ 0.86	BRRAY
KLKNF	+ 0.85	MSTSX
MSTSX	+ 0.84	BRRAY

High negative correlations

SEGG	- 0.54	KNF
SEGG	- 0.38	RRTLX
SEGG	- 0.36	MSTSX
SEGG	- 0.34	KLKNF
KMX	- 0.27	SEGG
SEGG	- 0.26	QUAYX

Risk-Adjusted Indicators

There is a big difference between MicroStrategy Pink Sheet performing well and MicroStrategy Incorporated Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze MicroStrategy Incorporated's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
BRRAY	5.76	2.10	0.18	1.11	3.11	(29.13)	17.76	(10.94)	120.98
MSTSX	0.64	0.16	0.13	1.29	0.40	(0.79)	0.93	(1.01)	12.28
ABHYX	0.08	0.00	(0.29)	0.37	0.00	(0.17)	0.23	(0.12)	0.92
RRTLX	0.28	0.04	(0.03)	0.19	0.08	(0.35)	0.58	(0.49)	3.30
KNF	2.11	0.41	0.12	(1.24)	2.23	(2.48)	5.34	(3.57)	16.62
KLKNF	2.40	1.31	0.00	(2.06)	0.00	0.00	3.58	0.00	56.35
GBEN	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
QUAYX	1.21	(0.05)	(0.01)	0.04	1.70	(1.15)	2.08	(2.41)	6.54
SEGG	10.53	(0.55)	0.00	(0.68)	0.00	0.00	28.00	(16.76)	101.30
KMX	2.33	0.13	0.04	0.15	5.18	(2.20)	5.33	(3.79)	24.48

MicroStrategy Incorporated Related Equities

One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with MicroStrategy Incorporated pink sheet to make a market-neutral strategy. Peer analysis of MicroStrategy Incorporated could also be used in its relative valuation, which is a method of valuing MicroStrategy Incorporated by comparing valuation metrics with similar companies.

Barloworld Ltd ADR Morningstar Unconstrained Allocation High Yield Municipal Fund T Rowe Price Knife River Klckner Co SE Global Resource Ener Ab Small Cap Lottery CarMax Inc American Airlines Group Alcoa Corp Apple Inc Best Buy Co Citigroup

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