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Correlation Analysis

Microsoft Corp vs CPIAUCSL

MSFT vs CPIAUCSL

+0.783

Strong positive

When one moves up, the other tends to follow.

MSFT logo

Microsoft Corp

MSFT

Microsoft develops and licenses consumer and enterprise software. It is known for its Windows operating systems and Office productivity suite. The company is organized into three equally sized broad segments: productivity and business processes (legacy Microsoft Office, cloud-based Office 365, Exchange, SharePoint, Skype, LinkedIn, Dynamics), intelligence cloud (infrastructure- and platform-as-a-service offerings Azure, Windows Server OS, SQL Server), and more personal computing (Windows Client, Xbox, Bing search, display advertising, and Surface laptops, tablets, and desktops).

Market cap 2.8T

F

CPIAUCSL

CPIAUCSL

Apr 1, 2021 — Feb 1, 2026Monthly58 data pointsStockFREDTechnology

Time Series

Relative Performance

Green: MSFTGray: CPIAUCSL36 of 58 points (sampled)

Who Moves First

MSFT leads CPIAUCSL by 2 months

MSFT tends to move before CPIAUCSL.

After testing 13 timing shifts, the strongest relationship was +0.791 (they moved in the same direction).

Stability

Rolling Correlation

How the correlation evolves over time. A stable line means the relationship is reliable; large swings signal regime-dependent behavior.

Dashed line = zero correlationRange: -1 to +1

Do They Crash Together?

Correlation by Market Regime

How these series behave when markets are rising, falling, or diverging. A correlation that holds in drawdowns is very different from one that only works in rallies.

Both Rising

-0.046

20 periods · Return correlation when both series rose

Both Falling

N/A

0 periods · Return correlation when both series fell

Diverging

-0.019

15 periods · Return correlation when series moved apart

R-Squared

61.3%

Share of variance in one series explained by the other.

Trend Agreement

52.6%

How often both series moved in the same direction period-to-period.

Overlap Quality

58

Thin shared window — 58 usable pairs.

Significance

p < 0.001

95% CI: [0.658, 0.866]

Scatter

XY Regression

214.7250300350400450500538.7261.7270280290300310320330332.3Microsoft CorpCPIAUCSLData pointsFit (r = 0.783)

Pipeline

Data quality details

Pipeline Summary

58 paired data points survived the monthly window.

Raw input

1,254

949

Normalized

1,254

949

Prepared

61

949

Aligned

58

58

Invalid removed

0

A: 0 / B: 0

Duplicates removed

0

A: 0 / B: 0

Alignment drops

894

A: 3 / B: 891

Series A

MSFT logo

Microsoft Corp

MSFT

Market cap 2.8T

Stock · 1,254 raw → 61 prepared

Series B

F

CPIAUCSL

FRED · 949 raw → 949 prepared

Sign agreement

100.0%

How often both values share the same sign.

Zero crossings

3

Estimated crossover points between normalized spreads.

Slope

0.1601

Linear regression slope.

Intercept

246.5243

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

Saved 6 hours ago · ID: stock-msft-vs-fred-cpiaucsl-monthly-20260408-xvqtlw