AMAZON.COM INC and DOMINO S PIZZA INC moved almost identically (+4.34% vs +3.95%), yet AMZN moved the XLY 83.8× 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 +2.82 pt move · cell size = points contributed · color = direction, intensity = return
AMZN+1.0 pts(+4.3%)
TSLA+0.7 pts(+3.3%)
TJX+0.2 pts(+4.6%)
HD+0.2 pts(+2.8%)
SBUX−0.2 pts
GM+0.1 pts(+5.7%)
LOW+0.1 pts
DASH+0.1 pts(+3.9%)
MCD+0.1 pts(+1.4%)
EBAY+0.1 pts(+5.4%)
AZO+0.1 pts
YUM+0.1 pts
GRMN−0.1 pts
ROST
ABNB+0.1 pts
HLT+0.0 pts
MAR
TSCO
BKNG
ULTA+0.0 pts
EXPE+0.0 pts
WSM+0.0 pts
NKE+0.0 pts
CMG
RCL
CCL
LEN
Concentration curve
cumulative share of the +2.82 pt move · sorted by contribution
When they drove it
cumulative points through the period
Breadth
member returns, this period
−6%−2%+2%+6%
From −4.54% (GRMN) to +8.39% (TSCO). Equal-weight, the XLY would be +1.49% vs the actual +2.56%; the gap is what cap weighting did.
By sector
point contribution · sums to +2.82 pts
-47
+2.8
The year, session by session
every trading day of 2026 · hover for the move
JANFEBMARAPRMAYJUNJULAUGSEPOCT
Share this move
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Consumer Discretionary · Select Sector
What moved the market
1W · OCT 9, 2026
+2.56%
+2.8 pts · closed 112.86
31 of 47 rose · 16 fell
AMZN+4.3%
+1.0
TSLA+3.3%
+0.7
TJX+4.6%
+0.2
HD+2.8%
+0.2
GM+5.7%
+0.1
PHM−3.1%
−0.0
CMG−2.4%
−0.0
ROST−2.7%
−0.1
GRMN−4.5%
−0.1
SBUX−4.2%
−0.2
3 stocks drove 67% of the gain: AMZN, TSLA, TJXWMTMT.COM
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