No not comparing them as like for like. That would be stupid. Just comparing how both are treading in similar manner to market as simplistic indication of how major market trends are a driver. Usually to buck the market something special needs to happen, or there be a strong expectation of it. We had a brief bump from something special for IMU yet now it's settling back to normal and just getting traded and market driven.
To take your comparison you could take those two teams on fowl weather days and fair weather ones and show how all teams, regardless of obvious differences, are affected by the weather.
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