For long term buy and hold investors, consumer staples, technology and healthcare are generally fertile hunting grounds.
I have not charted it, but I suspect if you plot Ford vs Coca-cola or General Motors vs Microsoft it will illustrate this point.
Auto manufactruing is competitve, fragmented and very politically sensitive as it is a large employer.. many countries have national champions they will look after to protect jobs - regardless of what it does to the economics of the industry. It also has very high fixed costs (those factories are not cheap), and low margins so any variation of demand (as you see through the economic cycle) can easily tip them from profit to loss.
Tesla got a great jump start in EVs but inside the next decade I predict EV industry will look identical to the ICE industry now.