ELI LILLY + CO and INSULET CORP moved almost identically (+3.14% vs +2.73%), yet LLY moved the XLV 86.0× 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 +4.64 pt move · cell size = points contributed · color = direction, intensity = return
LLY+0.9 pts(+3.1%)
ABBV+0.7 pts(+5.2%)
JNJ+0.4 pts(+2.1%)
ISRG+0.3 pts(+8.2%)
MRNA+0.3 pts(+18.4%)
GILD+0.2 pts(+4.4%)
UNH+0.2 pts(+2.0%)
AMGN+0.2 pts(+2.9%)
ELV+0.2 pts(+6.8%)
HUM+0.1 pts(+10.9%)
MRK+0.1 pts(+0.9%)
MCK+0.1 pts(+4.0%)
BMY−0.1 pts
HCA
VEEV+0.1 pts
CI+0.1 pts
ABT
DHR+0.1 pts
PFE+0.1 pts
COR+0.1 pts
MDT+0.1 pts
ZTS+0.1 pts
BDX
RMD
VRTX+0.0 pts
REGN+0.0 pts
CNC
Concentration curve
cumulative share of the +4.64 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 −4.46% (COO) to +18.41% (MRNA). Equal-weight, the XLV would be +2.53% vs the actual +2.79%; the gap is what cap weighting did.
By sector
point contribution · sums to +4.64 pts
-60
+4.6
The year, session by session
every trading day of 2026 · hover for the move
JANFEBMARAPRMAYJUNJULAUGSEPOCT
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Health Care · Select Sector
What moved the market
1W · OCT 9, 2026
+2.79%
+4.6 pts · closed 170.82
50 of 60 rose · 10 fell
LLY+3.1%
+0.9
ABBV+5.2%
+0.7
JNJ+2.1%
+0.4
ISRG+8.2%
+0.3
MRNA+18.4%
+0.3
INCY−2.2%
−0.0
COO−4.5%
−0.0
CVS−0.3%
−0.0
DXCM−1.5%
−0.0
BMY−3.3%
−0.1
Broad advance · LLY led at +0.86 ptsWMTMT.COM
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