PUBLIC STORAGE and UDR INC moved almost identically (+2.14% vs +2.49%), yet PSA moved the XLRE 3.6× 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 +0.80 pt move · cell size = points contributed · color = direction, intensity = return
AMT+0.3 pts(+12.3%)
CCI+0.2 pts(+19.9%)
SBAC+0.1 pts(+15.1%)
VMRK+0.1 pts(+3.5%)
CSGP+0.0 pts(+8.4%)
PSA+0.0 pts(+2.1%)
VTR−0.0 pts
WELL−0.0 pts
DOC−0.0 pts(−5.0%)
WY+0.0 pts
INVH+0.0 pts
CBRE+0.0 pts
IRM+0.0 pts
EXR
SPG−0.0 pts
ARE−0.0 pts
VICI
PLD
UDR
ESS
MAA
BXP
CPT
Concentration curve
cumulative share of the +0.80 pt move · sorted by contribution
When they drove it
cumulative points through the period
Breadth
member returns, this period
−5%0%+5%+10%+15%
From −4.98% (DOC) to +19.87% (CCI). Equal-weight, the XLRE would be +2.29% vs the actual +1.97%; the gap is what cap weighting did.
By sector
point contribution · sums to +0.80 pts
-30
+0.8
The year, session by session
every trading day of 2026 · hover for the move
JANFEBMARAPRMAYJUNJULAUGSEPOCT
Share this move
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Real Estate · Select Sector
What moved the market
1W · OCT 9, 2026
+1.97%
+0.8 pts · closed 41.62
22 of 30 rose · 8 fell
AMT+12.3%
+0.3
CCI+19.9%
+0.2
SBAC+15.1%
+0.1
VMRK+3.5%
+0.1
CSGP+8.4%
+0.0
ARE−3.9%
−0.0
SPG−0.8%
−0.0
DOC−5.0%
−0.0
WELL−1.0%
−0.0
VTR−2.4%
−0.0
3 stocks drove 78% of the gain: AMT, CCI, SBACWMTMT.COM
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