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WHAT MOVED THE MARKET TODAY
DAILY NOTES

Consumer Discretionary · Select Sector

46 stocks · cap-weighted, ETF-derived weights · Oct 9, 2026 close
112.86
+1.15 (+1.03%)
XLY 112.86 · +1.2 pts (+1.03%) 1D
1D1W1MQTD3M6MYTD1Y2Y3Y5Y
113.08112.63112.17111.72111.26prev close 111.71EW +0.06%H 112.97 · 15:35L 111.71 · open
open11:0512:4514:2016:00
5-minute bars · index reconstructed live from member prices
Breadth
27 / 46
stocks rose with the index
Concentration
100%+
of the gain from AMZN, TSLA, DASH
Biggest driver
AMZN +0.85
AMAZON.COM INC, +3.29%
Biggest drag
HD −0.10
HOME DEPOT INC, −1.60%
Context
80th pctile
of the past year's sessions by daily move

What drove it

46 members · drivers first · 1D · residual 1.7bp within 60bp gate

The XLY rose 1.03% (+1.15 pts) on the day, and more than all of that gain came from just three stocks: AMZN, TSLA, DASH.

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

+1.6 pts from 27 gainers−0.4 pts from 19 losers
net +1.2 pts · gainers outweigh losers 3.8 to 1
Stock
Points
Return
XLYsum of all 46 stocks
+1.2
100%
+1.03%
AMZNAMAZON.COM INC
+0.9
74%
+3.29%
TSLATESLA INC
+0.4
37%
+2.05%
DASHDOORDASH INC A
+0.1
5%
+2.50%
ABNBAIRBNB INC CLASS A
+0.0
3%
+1.62%
MARMARRIOTT INTERNATIONAL CL A
+0.0
3%
+1.33%
HLTHILTON WORLDWIDE HOLDINGS IN
+0.0
2%
+1.02%
YUMYUM BRANDS INC
+0.0
1%
+1.28%
AZOAUTOZONE INC
+0.0
1%
+0.98%
EXPEEXPEDIA GROUP INC
+0.0
1%
+1.51%
GMGENERAL MOTORS CO
+0.0
1%
+0.60%
CVNACARVANA CO
+0.0
1%
+0.84%
ORLYO REILLY AUTOMOTIVE INC
+0.0
1%
+0.51%
WSMWILLIAMS SONOMA INC
+0.0
1%
+1.15%
CCLCARNIVAL CORP LTD
+0.0
1%
+0.84%
BKNGBOOKING HOLDINGS INC
+0.0
1%
+0.23%
16 othersclick to expand the full index
+0.0
3%
·
MGMMGM RESORTS INTERNATIONAL
−0.0
0%
−2.47%
GPCGENUINE PARTS CO
−0.0
0%
−0.93%
LENLENNAR CORP A
−0.0
0%
−1.19%
DHIDR HORTON INC
−0.0
−1%
−0.70%
NVRNVR INC
−0.0
−1%
−1.73%
PHMPULTEGROUP INC
−0.0
−1%
−1.25%
BBYBEST BUY CO INC
−0.0
−1%
−1.57%
DRIDARDEN RESTAURANTS INC
−0.0
−1%
−1.42%
FFORD MOTOR CO
−0.0
−1%
−0.69%
ROSTROSS STORES INC
−0.0
−2%
−1.24%
MCDMCDONALD S CORP
−0.0
−3%
−0.70%
CMGCHIPOTLE MEXICAN GRILL INC
−0.0
−4%
−3.37%
LOWLOWE S COS INC
−0.1
−4%
−1.51%
SBUXSTARBUCKS CORP
−0.1
−8%
−2.64%
HDHOME DEPOT INC
−0.1
−8%
−1.60%
Cap weighting, illustrated

TESLA INC and LULULEMON ATHLETICA INC moved almost identically (+2.05% vs +1.96%), yet TSLA moved the XLY 42.2× 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 +1.15 pt move · cell size = points contributed · color = direction, intensity = return
AMZN+0.9 pts(+3.3%)
TSLA+0.4 pts(+2.1%)
HD−0.1 pts(−1.6%)
SBUX−0.1 pts(−2.6%)
DASH
LOW−0.1 pts(−1.5%)
CMG−0.0 pts
MCD
ABNB+0.0 pts
MAR+0.0 pts
HLT+0.0 pts
AZO
EXPE
GM
F
DRI
BBY
CCL
ULTA
DHI

Concentration curve

cumulative share of the +1.15 pt move · sorted by contribution
0%50%100%12233546stocks:3 stocks = 116%100% covered at 2

When they drove it

cumulative points through the period
0AMZN +0.85TSLA +0.42DASH +0.06HD −0.10SBUX −0.09LOW −0.05Oct 8Oct 9

Breadth

member returns, this period
−4%−2%0%+2%
From −3.37% (CMG) to +3.29% (AMZN). Equal-weight, the XLY would be +0.06% vs the actual +1.03%; the gap is what cap weighting did.

By sector

point contribution · sums to +1.15 pts
-46
+1.2

The year, session by session

every trading day of 2026 · hover for the move
JANFEBMARAPRMAYJUNJULAUGSEPOCT

Share this move

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