22 members · detractors first · 1Y · residual 480.1bp exceeds 60bp gate
The XLC fell 4.52% (−5.22 pts) over the past year, but 9 of 22 members went the other way. TMUS and APP dragged the tape lower, contributing more than the entire move.
AT+T INC and ECHOSTAR CORP A moved almost identically (−12.73% vs −10.86%), yet T moved the XLC 21.3× 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 −5.22 pt move · cell size = points contributed · color = direction, intensity = return
GOOGL+5.9 pts(+44.0%)
GOOG+4.6 pts(+42.0%)
TMUS−4.2 pts(−33.4%)
APP−3.8 pts(−56.0%)
NFLX−3.3 pts(−42.1%)
CHTR−3.2 pts(−62.3%)
META−1.9 pts(+0.4%)
T−1.5 pts(−12.7%)
RDDT−1.5 pts(−20.2%)
TTWO−0.9 pts(−17.3%)
LYV+0.8 pts(+13.6%)
DIS+0.7 pts
CMCSA−0.5 pts
TKO−0.4 pts
VZ
NWSA
SKYD
OMC
Concentration curve
cumulative share of the −5.22 pt move · sorted by contribution
When they drove it
cumulative points through the period
Breadth
member returns, this period
−75%−50%−25%0%+25%
From −62.32% (CHTR) to +44.04% (GOOGL). Equal-weight, the XLC would be −7.76% vs the actual −4.52%; the gap is what cap weighting did.
By sector
point contribution · sums to −5.22 pts
-22
−9.7
The year, session by session
every trading day of 2026 · hover for the move
JANFEBMARAPRMAYJUNJULAUGSEPOCT
Share this move
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Communication Services · Select Sector
What moved the market
1Y · OCT 9, 2026
−4.52%
−5.2 pts · closed 110.36
9 of 22 rose · 13 fell
GOOGL+44.0%
+5.9
GOOG+42.0%
+4.6
LYV+13.6%
+0.8
DIS−2.0%
+0.7
OMC−1.0%
+0.2
META+0.4%
−1.9
CHTR−62.3%
−3.2
NFLX−42.1%
−3.3
APP−56.0%
−3.8
TMUS−33.4%
−4.2
TMUS sank a split tape · 9 of 22 went the other wayWMTMT.COM
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