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Improving#40 of 115 by 1M spread

Natural Resources vs the S&P 500 (CSNR): is it outperforming?

Over the past month, CSNR has outperformed the S&P 500 by 2.5 points. Here is where that puts it in the sector rotation — updated daily.

1M spread vs SPY
+2.5 pts
Quadrant
Improving
Momentum
Dip window
RS health
Strong
Holdings P/E

Where CSNR sits on the rotation map

Natural Resources highlighted against the 11 broad S&P 500 sectors. Vertical: 1-month spread vs the S&P 500. Horizontal: the longer, time-shifted window — the methodology explains the math.

CSNR vs SPY: head-to-head returns

CSNR (natural resources) and SPY (the S&P 500) side by side over every window Zensei tracks. The spread is the difference — positive means CSNR won that window.

Window
CSNR
SPY
Spread
1 week+3.1%−1.0%+4.1 pts
2 weeks+5.2%−0.0%+5.2 pts
1 month+2.6%+0.1%+2.5 pts
3 months−4.3%+5.4%−9.7 pts
6 months+4.9%+9.1%−4.2 pts
1 year+33.1%+20.2%+13.0 pts

Data as of 2026-07-22 · computed from daily adjusted closes · how we measure

The read

Natural Resources (CSNR) has just turned the corner. Over the longer, time-shifted window it trailed the S&P 500 by 12.0 points, but over the past month it has moved clearly ahead of the market — a 2.5-point edge that puts it in the improving quadrant. Ranked by one-month spread, it currently stands #40 of the 115 groups Zensei tracks.

On the shorter tape, CSNR is in a dip window: the last sessions have pulled back while the longer intraday trend remains intact — the pattern rotation traders watch for re-entries. CSNR's relative-strength line — its price ratio against the S&P 500 — is trading above its moving averages, the healthiest configuration we track. The two signals agree — the short-term tape and the longer trend point the same way.

The thing to watch from here is confirmation: improving groups that hold a positive one-month spread long enough for the longer window to turn are the classic early-rotation entries — the ones that fail fall back quickly.

Natural Resources vs the market — common questions

Is natural resources outperforming the S&P 500?

Right now, yes: over the past month CSNR has outperformed the S&P 500 by 2.5 points. This page updates daily, so the answer reflects current market data rather than a dated article.

What is CSNR?

CSNR is Mission Timber & Natural Resources ETF, the fund Zensei uses to measure the natural resources group against the S&P 500 benchmark (SPY).

What quadrant is natural resources in right now?

As of the latest daily data, natural resources is in the improving quadrant — behind the market over the longer window, but ahead over the past month. The quadrant rules are documented on the Zensei methodology page.

Related sectors

Track natural resources against the whole market

Zensei Edge maps 100+ sectors and themes against the S&P 500 — with the stocks inside each one, rotation history and alerts when leadership changes hands.