Sector Rotation vs SPY / QQQ / Sector Only

Compare sector leadership against SPY for broad-market rotation, QQQ for growth and mega-cap tech leadership, or Sector Only for each sector ETF’s standalone trend. The model uses strength, slope, persistence, and sector-cycle context across daily and weekly views.

Sectors

SPY

Comparison

View

SPY mode shows broad-market sector leadership. Sector-only mode shows each sector ETF by its own chart, not relative strength.

Current-period movers

Today’s Relative Movers vs SPY

Simple 1D sector/benchmark ratio change, roughly sector 1D move minus SPY 1D move.

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Relative movers show the current-period move only. Composite rotation blends strength, slope, persistence, and structure.

Composite rotation leaders

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Composite leaders use strength, slope, persistence, and structure.

Emerging leadership

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Sectors outside current leaders with improving strength in the selected comparison mode.

Current tone

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Read from leadership mix, slope, and sector-cycle context.

Sector table

Daily and weekly sector rotation

Sorted by selected comparison score

Sector	Composite Rotation Score	RS vs SPY (Daily)	Status	Trend
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What this is based on

How sector leadership maps to the market cycle

This page tracks sector rotation against the selected comparison mode to identify where money is flowing now, which sectors are already leading, and where rotation may be developing. Leadership composition matters as much as the raw percentage moves.

Market phase: —

Early cycle

Financials, Industrials

Mid cycle

Technology, Consumer Discretionary, Communication Services

Late cycle

Energy, Materials

Risk-off

Staples, Utilities, Healthcare, Real Estate

SPY mode is the cleaner broad-market read. QQQ mode is stricter and asks whether sectors are beating growth and mega-cap tech leadership. Sector-only mode shows absolute sector ETF trend.