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Market research 2 min read

Compare sectors, industries, and stocks

Move through market groups without losing the date, universe, or comparison period.

Use the same date and return period, and check how much of each group has data.

Step 01

Set a shared basis

Choose the date and available universe before comparing groups. A return needs both a period and an ending date. Comparing a weekly sector figure with a monthly stock figure can produce a misleading impression, even if the numbers are each correct.

Step 02

Move from sector to industry

Open a sector and inspect its industries. Companies in one sector can serve different customers and behave differently over the same period. The industry view makes those differences easier to see without moving straight from a broad average to one stock.

Step 03

Inspect constituent coverage

Review the member rows and coverage details for a group. Missing classification or price data can reduce the set used in an aggregate. A group with a small number of covered companies should be interpreted with that scope in mind.

Step 04

Separate averages from benchmarks

Sector analysis groups constituent observations. Sector Performance compares identified benchmark instruments. These views answer related questions with different methods. Read their definitions and use each consistently rather than assuming their returns should be identical.

Read our data and methodology notes for coverage and calculation context. This guide explains research tools and observations. It does not recommend a trade or investment.

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