{"slug":"market-recap-2026-07-09","qid":"baseline_sector_dispersion","label":"Eight declared sector baskets, three names each: July 9 close-over-close, equal-weighted","post_title":"Market Recap: July 9, 2026, The Day in Numbers","post_url":"/blog/market-recap-2026-07-09#q-baseline_sector_dispersion","columns":["sector","names","avg_pct_chg","worst_name_pct","best_name_pct","gap_to_best_sector_pct"],"rows":[{"sector":"Semiconductors","names":3,"avg_pct_chg":4.24,"worst_name_pct":3.2,"best_name_pct":5.68,"gap_to_best_sector_pct":0},{"sector":"Financials","names":3,"avg_pct_chg":1.88,"worst_name_pct":1.46,"best_name_pct":2.61,"gap_to_best_sector_pct":-2.36},{"sector":"Industrials","names":3,"avg_pct_chg":0.42,"worst_name_pct":-1,"best_name_pct":1.4,"gap_to_best_sector_pct":-3.82},{"sector":"Healthcare","names":3,"avg_pct_chg":0.22,"worst_name_pct":-1.62,"best_name_pct":1.41,"gap_to_best_sector_pct":-4.02},{"sector":"Big tech","names":3,"avg_pct_chg":0.17,"worst_name_pct":-0.76,"best_name_pct":0.93,"gap_to_best_sector_pct":-4.07},{"sector":"Staples","names":3,"avg_pct_chg":-0.91,"worst_name_pct":-1.04,"best_name_pct":-0.75,"gap_to_best_sector_pct":-5.15},{"sector":"Utilities","names":3,"avg_pct_chg":-0.96,"worst_name_pct":-1.28,"best_name_pct":-0.41,"gap_to_best_sector_pct":-5.21},{"sector":"Energy","names":3,"avg_pct_chg":-2.01,"worst_name_pct":-2.54,"best_name_pct":-1.06,"gap_to_best_sector_pct":-6.25}],"shape":"table","sql":"SELECT\n    sector,\n    count() AS names,\n    round(avg(pct_chg), 2) AS avg_pct_chg,\n    round(min(pct_chg), 2) AS worst_name_pct,\n    round(max(pct_chg), 2) AS best_name_pct,\n    round(avg(pct_chg) - max(avg(pct_chg)) OVER (), 2) AS gap_to_best_sector_pct\nFROM (\n    SELECT\n        ticker,\n        multiIf(ticker IN ('AMD', 'AVGO', 'KLAC'), 'Semiconductors',\n                ticker IN ('AAPL', 'MSFT', 'GOOGL'), 'Big tech',\n                ticker IN ('JPM', 'BAC', 'GS'), 'Financials',\n                ticker IN ('CAT', 'HON', 'GE'), 'Industrials',\n                ticker IN ('XOM', 'CVX', 'COP'), 'Energy',\n                ticker IN ('JNJ', 'UNH', 'PFE'), 'Healthcare',\n                ticker IN ('KO', 'PG', 'WMT'), 'Staples',\n                'Utilities') AS sector,\n        (toFloat64(argMaxIf(close, window_start, window_start >= '2026-07-09 13:30:00' AND window_start < '2026-07-09 20:00:00'))\n         / toFloat64(argMaxIf(close, window_start, window_start >= '2026-07-08 13:30:00' AND window_start < '2026-07-08 20:00:00')) - 1) * 100 AS pct_chg\n    FROM global_markets.delayed_stocks_minute_aggs\n    WHERE ticker IN ('AMD', 'AVGO', 'KLAC', 'AAPL', 'MSFT', 'GOOGL', 'JPM', 'BAC', 'GS', 'CAT', 'HON', 'GE',\n                     'XOM', 'CVX', 'COP', 'JNJ', 'UNH', 'PFE', 'KO', 'PG', 'WMT', 'NEE', 'DUK', 'SO')\n      AND window_start >= '2026-07-08 13:30:00' AND window_start < '2026-07-09 20:00:00'\n    GROUP BY ticker\n)\nGROUP BY sector\nORDER BY avg_pct_chg DESC","computed_at":"2026-07-26T06:01:34.284968+00:00","elapsed":0.003445804}