mike coe and tony zang associated energy names have not quite followed suit.aster is drilling down on what that means. carter >> obviously a great move in the commodity, all

mike coe and tony zang associated energy names have not quite followed suit. the chart master is drilling down on what that means. carter >> obviously a great move in the commodity, all commodities, and yet copper has given back a lot. the grains are higher but energy shares are not progressing i think there is a message there and the message is energy is not a great place to be. it doesn't mean they have to crash or come by in another way, but there is a consensus on the street so just look at the one-month perfor performance. you see it here on your screen, oil versus xle what we know, of course, those numbers tell a story the commodity is up 11%, 12%, and the energy shares, xle, dominated by exxon and chevron but many others, only 5.6. look at the performance. up 20. stocks are only up 10.4. what about if we started the story the day before the peak of covid. look at the next slide this is looking at the peak in xle before covid you're looking at oil at $47 a barrel the energy sector is unchanged so you've got the commodity well above where it was before th

. >>> why peloton is back in the race with us tonight carter worth mike coe and tony zhang. let's get to it, associated energy names have not quite followed suit. the chart master is drilling down on what that means. carter >> that's right. obviously a great move in th commodity, all commodities, and yet copper has given back a lot. all the grains have. oils continued higher, and yet the energy shares are not progressing. i think there is a message there and the message is energy is not a great place to be. it doesn't mean they have to crash or m come apart in a big way, but it's a time to look at another period, rather than the consensus on the street. so just look at the one-month performance. you see it here on your screen, oil versus xle what we know, of course, those numbers tell a story the commodity is up 11%, 12%, and the energy shares, xle, dominated by exxon and chevron but many others, only 5.6. look at the three-month performance, next slide. oil, up 20 and xle, the energy stocks only up 10.4. so then, what about if we just start the meter, start the story from t