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WHAT MOVED THE MARKET TODAY

Materials · Select Sector

23 stocks · cap-weighted, ETF-derived weights · Oct 9, 2026 close
49.42
+0.15 (+0.30%)
XLB 49.42 · +0.1 pts (+0.30%) 1D
49.6449.5149.3949.2649.14prev close 49.27EW −0.04%H 49.61 · 11:15L 49.23 · 09:30
open11:0512:4514:2016:00
5-minute bars · index reconstructed live from member prices
Breadth
11 / 23
stocks rose with the index
Concentration
100%+
of the gain from FCX, NEM, STLD
Biggest driver
FCX +0.10
FREEPORT MCMORAN INC, +3.60%
Biggest drag
PPG −0.03
PPG INDUSTRIES INC, −1.43%
Context
61st pctile
of the past year's sessions by daily move

What drove it

23 members · drivers first · 1D · residual 2.1bp within 60bp gate

The XLB rose 0.30% (+0.15 pts) on the day, but 12 of 23 members went the other way. FCX and NEM carried the tape higher, contributing more than the entire move.

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

+0.3 pts from 11 gainers−0.2 pts from 12 losers
net +0.1 pts · gainers outweigh losers 2.0 to 1
Stock
Points
Return
XLBsum of all 23 stocks
+0.1
100%
+0.30%
FCXFREEPORT MCMORAN INC
+0.1
65%
+3.60%
NEMNEWMONT CORP
+0.1
44%
+1.98%
STLDSTEEL DYNAMICS INC
+0.0
27%
+1.80%
NUENUCOR CORP
+0.0
25%
+1.70%
LINLINDE PLC
+0.0
17%
+0.42%
APDAIR PRODUCTS + CHEMICALS INC
+0.0
15%
+1.00%
IPINTERNATIONAL PAPER CO
+0.0
6%
+0.75%
PKGPACKAGING CORP OF AMERICA
+0.0
3%
+0.28%
BALLBALL CORP
+0.0
1%
+0.17%
AVYAVERY DENNISON CORP
+0.0
1%
+0.11%
ECLECOLAB INC
+0.0
1%
+0.04%
IFFINTL FLAVORS + FRAGRANCES
−0.0
−1%
−0.09%
AMCRAMCOR PLC
−0.0
−4%
−0.37%
SWSMURFIT WESTROCK PLC
−0.0
−4%
−0.36%
ALBALBEMARLE CORP
−0.0
−5%
−0.79%
CRHCRH PLC
−0.0
−5%
−0.38%
DOWDOW INC
−0.0
−6%
−0.54%
SHWSHERWIN WILLIAMS CO/THE
−0.0
−8%
−0.52%
MLMMARTIN MARIETTA MATERIALS
−0.0
−10%
−0.70%
VMCVULCAN MATERIALS CO
−0.0
−11%
−0.69%
CFCF INDUSTRIES HOLDINGS INC
−0.0
−16%
−1.78%
MOSMOSAIC CO/THE
−0.0
−17%
−5.02%
PPGPPG INDUSTRIES INC
−0.0
−17%
−1.43%

Attribution map

slicing the +0.15 pt move · cell size = points contributed · color = direction, intensity = return
FCX+0.1 pts(+3.6%)
NEM+0.1 pts(+2.0%)
STLD+0.0 pts(+1.8%)
NUE+0.0 pts(+1.7%)
PPG−0.0 pts(−1.4%)
LIN+0.0 pts(+0.4%)
MOS−0.0 pts(−5.0%)
CF−0.0 pts(−1.8%)
APD+0.0 pts(+1.0%)
VMC−0.0 pts
MLM−0.0 pts(−0.7%)
SHW−0.0 pts
IP
DOW−0.0 pts
CRH−0.0 pts
ALB−0.0 pts
SW−0.0 pts
AMCR−0.0 pts
PKG

Concentration curve

cumulative share of the +0.15 pt move · sorted by contribution
0%50%100%6121723stocks:3 stocks = 135%100% covered at 2

When they drove it

cumulative points through the period
0FCX +0.10NEM +0.07STLD +0.04PPG −0.03MOS −0.03CF −0.02Oct 8Oct 9

Breadth

member returns, this period
−6%−4%−2%0%+2%
From −5.02% (MOS) to +3.60% (FCX). Equal-weight, the XLB would be −0.04% vs the actual +0.30%; the gap is what cap weighting did.

By sector

point contribution · sums to +0.15 pts
-23
+0.1

The year, session by session

every trading day of 2026 · hover for the move
JANFEBMARAPRMAYJUNJULAUGSEPOCT

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