22 members · detractors first · QTD · residual 21.5bp within 60bp gate
The XLC fell 0.55% (−0.61 pts) so far this quarter, but 11 of 22 members went the other way. META and VZ dragged the tape lower, contributing more than the entire move.
META PLATFORMS INC CLASS A and TKO GROUP HOLDINGS INC moved almost identically (−0.90% vs −0.97%), yet META moved the XLC 61.0× 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 −0.61 pt move · cell size = points contributed · color = direction, intensity = return
META−0.6 pts(−0.9%)
GOOGL+0.4 pts(+2.2%)
VZ−0.4 pts(−9.2%)
T−0.3 pts(−9.1%)
RDDT+0.3 pts(+12.2%)
APP−0.3 pts(−4.6%)
TMUS−0.3 pts(−8.9%)
GOOG+0.3 pts(+2.1%)
NFLX+0.2 pts(+1.0%)
DIS+0.2 pts(+3.0%)
CMCSA−0.2 pts(−3.6%)
ECHO+0.1 pts(+6.1%)
SKYD−0.1 pts(−11.3%)
TTWO+0.1 pts(+2.9%)
OMC+0.1 pts
CHTR−0.1 pts
LYV
FOXA−0.0 pts
FOX
Concentration curve
cumulative share of the −0.61 pt move · sorted by contribution
When they drove it
cumulative points through the period
Breadth
member returns, this period
−15%−10%−5%0%+5%+10%
From −11.28% (SKYD) to +12.20% (RDDT). Equal-weight, the XLC would be −0.87% vs the actual −0.55%; the gap is what cap weighting did.
By sector
point contribution · sums to −0.61 pts
-22
−0.6
The year, session by session
every trading day of 2026 · hover for the move
JANFEBMARAPRMAYJUNJULAUGSEPOCT
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What moved the market
QTD · OCT 9, 2026
−0.55%
−0.6 pts · closed 110.36
11 of 22 rose · 11 fell
GOOGL+2.2%
+0.4
RDDT+12.2%
+0.3
GOOG+2.1%
+0.3
NFLX+1.0%
+0.2
DIS+3.0%
+0.2
TMUS−8.9%
−0.3
APP−4.6%
−0.3
T−9.1%
−0.3
VZ−9.2%
−0.4
META−0.9%
−0.6
META sank a split tape · 11 of 22 went the other wayWMTMT.COM
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