S&P 500 · WMTMT

Jun 24, 2021Sep 26, 2022Dec 28, 2023Mar 28, 2025Jul 2, 2026

Breadth

388 / 502

stocks rose with the index

Concentration

32%

of the gain from NVDA, AAPL, AVGO

Biggest driver

NVDA +568

NVIDIA CORP, +917.91%

Biggest drag

PYPL −29

PAYPAL HOLDINGS INC, −84.36%

What drove it

502 members · drivers first · 5Y · residual 1613.1bp exceeds 60bp gate

The S&P 500 rose 75.40% (+3,217 pts) over five years in a broad advance: 388 of 502 stocks rose, with NVDA out front at +568 points.

+3,599.8 pts from 342 gainers−342.1 pts from 160 losers

net +3,216.8 pts · gainers outweigh losers 10.5 to 1

Stock

Points

Return

S&P 500sum of all 502 stocks

+3,216.8

+75.40%

NVDANVIDIA CORP

+568.2

+917.91%

AAPLAPPLE INC

+261.8

+137.31%

AVGOBROADCOM INC

+203.4

+742.33%

GOOGLALPHABET INC CL A

+147.7

+196.42%

MUMICRON TECHNOLOGY INC

+132.9

+1,141.56%

GOOGALPHABET INC CL C

+117.6

+182.32%

MSFTMICROSOFT CORP

+105.1

+52.58%

AMDADVANCED MICRO DEVICES

+91.8

+501.42%

AMZNAMAZON.COM INC

+74.8

+40.72%

LLYELI LILLY + CO

+71.2

+446.11%

JPMJPMORGAN CHASE + CO

+48.8

+148.97%

LRCXLAM RESEARCH CORP

+47.3

+482.67%

TSLATESLA INC

+47.1

+73.63%

AMATAPPLIED MATERIALS INC

+47.1

+354.99%

ABBVABBVIE INC

+38.9

+174.68%

472 othersclick to expand the full index

+1,420.8

INTUINTUIT INC

−5.9

−40.99%

CHTRCHARTER COMMUNICATIONS INC A

−6.3

−80.72%

FISFIDELITY NATIONAL INFO SERV

−6.6

−67.45%

BABOEING CO/THE

−6.6

−9.61%

UPSUNITED PARCEL SERVICE CL B

−6.7

−32.73%

TGTTARGET CORP

−7.6

−36.78%

XYZBLOCK INC

−8.4

−67.71%

ACNACCENTURE PLC CL A

−9.6

−48.62%

ELESTEE LAUDER COMPANIES CL A

−9.7

−70.77%

CRMSALESFORCE INC

−10.0

−30.66%

CMCSACOMCAST CORP CLASS A

−10.8

−43.39%

ADBEADOBE INC

−12.5

−62.00%

NKENIKE INC CL B

−14.3

−64.16%

DISWALT DISNEY CO/THE

−22.4

−42.32%

PYPLPAYPAL HOLDINGS INC

−29.4

−84.36%

Cap weighting, illustrated

MICROSOFT CORP and FOX CORP CLASS B moved almost identically (+52.58% vs +49.42%), yet MSFT moved the S&P 500 6,543.3× as much. In a cap-weighted index, the bigger company's weight turns the same percentage move into far more points.

Attribution map

slicing the +3,217 pt move · cell size = points contributed · color = direction, intensity = return

NVDA+568.2

AAPL+261.8

382 more+218.3

AVGO+203.4

GOOGL+147.7

MU+132.9

GOOG+117.6

MSFT+105.1

AMD+91.8

AMZN+74.8

LLY+71.2

JPM

LRCX

TSLA

AMAT

ABBV

INTC

SNDK

GE+35.9

KLAC+35.5

WMT

GEV

Concentration curve

cumulative share of the +3,217 pt move · sorted by contribution

When they drove it

cumulative points through the period

Breadth

member returns, this period

−100%+100%+300%+500%+700%+900%+1,100%+1,300%+1,500%+1,700%+1,900%+2,100%+2,300%+2,500%+2,700%+2,900%+3,100%+3,300%

From −84.36% (PYPL) to +3,490.53% (SNDK). Equal-weight, the S&P 500 would be +95.80% vs the actual +75.40%; the gap is what cap weighting did.

By sector

point contribution · sums to +3,217 pts

-502

+3,257.8

The year, session by session

every trading day of 2026 · hover for the move; day pages come next

JANFEBMARAPRMAYJUNJUL

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