S&P 500 · WMTMT

Oct 1, 2021Jan 4, 2023Apr 9, 2024Jul 9, 2025Oct 9, 2026

Breadth

375 / 503

stocks rose with the index

Concentration

34%

of the gain from NVDA, AAPL, MSFT

Biggest driver

NVDA +652

NVIDIA CORP, +1,008.97%

Biggest drag

PYPL −25

PAYPAL HOLDINGS INC, −78.84%

What drove it

503 members · drivers first · 5Y · residual 1319.1bp exceeds 60bp gate

The S&P 500 rose 79.29% (+3,454 pts) over five years in a broad advance: 375 of 503 stocks rose, with NVDA out front at +652 points.

Read the latest market-close note: Goldman and Microsoft Push the Dow to a Large Gain While Telecoms Sink Communication Services

+3,809.5 pts from 332 gainers−350.7 pts from 171 losers

net +3,454.5 pts · gainers outweigh losers 10.9 to 1

Stock

Points

Return

S&P 500sum of all 503 stocks

+3,454.5

+79.29%

NVDANVIDIA CORP

+651.5

+1,008.97%

AAPLAPPLE INC

+342.4

+141.72%

MSFTMICROSOFT CORP

+180.8

+92.50%

AVGOBROADCOM INC

+179.9

+708.97%

GOOGLALPHABET INC CL A

+138.5

+159.84%

MUMICRON TECHNOLOGY INC

+129.0

+1,384.39%

AMZNAMAZON.COM INC

+116.5

+59.86%

GOOGALPHABET INC CL C

+112.4

+157.17%

AMDADVANCED MICRO DEVICES

+105.8

+493.56%

METAMETA PLATFORMS INC CLASS A

+72.5

+111.33%

PLTRPALANTIR TECHNOLOGIES INC A

+50.6

+759.23%

ABBVABBVIE INC

+46.3

+202.58%

JPMJPMORGAN CHASE + CO

+43.6

+124.89%

LLYELI LILLY + CO

+43.2

+436.35%

LRCXLAM RESEARCH CORP

+38.0

+487.82%

473 othersclick to expand the full index

+1,372.5

ABNBAIRBNB INC CLASS A

−5.2

−4.13%

ZTSZOETIS INC

−5.2

−59.96%

UPSUNITED PARCEL SERVICE CL B

−5.8

−35.36%

HDHOME DEPOT INC

−5.9

−0.65%

INTUINTUIT INC

−6.5

−42.51%

ELESTEE LAUDER COMPANIES CL A

−7.7

−66.03%

ACNACCENTURE PLC CL A

−7.9

−30.07%

XYZBLOCK INC

−9.1

−67.72%

CRMSALESFORCE INC

−9.6

−15.29%

CHTRCHARTER COMMUNICATIONS INC A

−9.8

−85.99%

CMCSACOMCAST CORP CLASS A

−11.7

−52.03%

ADBEADOBE INC

−14.4

−58.05%

NKENIKE INC CL B

−18.9

−74.41%

DISWALT DISNEY CO/THE

−22.5

−36.68%

PYPLPAYPAL HOLDINGS INC

−24.6

−78.84%

Cap weighting, illustrated

AMAZON.COM INC and PTC INC moved almost identically (+59.86% vs +61.36%), yet AMZN moved the S&P 500 4,059.3× 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 +3,454 pt move · cell size = points contributed · color = direction, intensity = return

NVDA+651.5 pts(+1,009.0%)

AAPL+342.4 pts(+141.7%)

383 more+201.0 pts

MSFT+180.8 pts

AVGO+179.9 pts

GOOGL+138.5 pts(+159.8%)

MU+129.0 pts(+1,384.4%)

AMZN+116.5 pts

GOOG

AMD+105.8 pts(+493.6%)

META+72.5 pts

PLTR

ABBV

JPM

LLY

JNJ+34.6 pts

AMAT+33.9 pts

BRK-B+30.5 pts

PANW+30.2 pts

COST

CAT

SNDK

MRK

KLAC

INTC

DIS

DELL

GILD

Concentration curve

cumulative share of the +3,454 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%

From −85.99% (CHTR) to +3,154.77% (SNDK). Equal-weight, the S&P 500 would be +91.76% vs the actual +79.29%; the gap is what cap weighting did.

By sector

point contribution · sums to +3,454 pts

-503

+3,458.8

The year, session by session

every trading day of 2026 · hover for the move

JANFEBMARAPRMAYJUNJULAUGSEPOCT

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