Lab · Visualisation · Bar race

Sector Rotation — who is leading the S&P 500

The eleven S&P 500 sectors, each rebased to 100 at the start, racing on cumulative performance. Watch leadership concentrate in technology — then watch it broaden as energy, industrials and materials close the gap and the early leaders cool. The clearest single picture of money rotating across the market: when the bars reorder, the next leg is changing hands.

Sector Rotation — who is leading the S&P 500

Cumulative performance of the 11 S&P 500 sectors, rebased to 100 at 2024-12-31 — watch leadership rotate.

How to read this

Each bar is a sector's cumulative performance, rebased so every sector starts at 100 — the higher the bar, the more it has returned since the start. Bars re-sort every month; the leader paints brand red. The rest carry a family colour: indigo for tech & communications, amber for cyclicals (consumer, financials, industrials, materials, energy), teal for defensives (staples, utilities, health care, real estate). When amber and teal bars climb past the indigo ones, leadership is rotating out of growth.

Embed this chart

Paste the snippet below into any HTML, Substack post or LinkedIn article. The embed page tracks back to closelook.net and auto-resizes in the parent iframe.

<iframe src="https://closelook.net/embed/race/sector-rotation/" width="100%" height="640" frameborder="0" loading="lazy" title="S&P 500 Sector Rotation (Closelook)"></iframe>

Methodology

Source: EODHD daily adjusted closes for the 11 SPDR Select Sector ETFs (the S&P 500 decomposed by sector).
Value: cumulative performance rebased to 100 at the first frame — comparable across sectors regardless of price level.
Time window: 2024-12-31 → 2026-06-05, 19 monthly snapshots.
Pacing: 0.6 months/second ≈ 32 s full race.
Cross-read: the Breadth read and The Wire narrate the same rotation in words.
See also: the index-leadership race — the same narrow-versus-broad story across our four Closelook indices, and the full Visualisations gallery.

Bar Races · Sector rotation — data Q&A

What is the Bar Races · Sector rotation?

Animated bar races over the house data — AI megacaps, index leadership, sector rotation and Money Temperature — the same numbers as moving pictures. Part of the Closelook Lab (Visualisations).

What does the Bar Races · Sector rotation cover?

Animated bar races over the house data — megacaps, index leadership, sector rotation, temperature. 4 races · Animated. Sub-surfaces: AI megacaps, Index leadership, Sector rotation, Temperature.

How often does it update?

Re-baked after the US close on trading days from the Closelook lake, the index workers and vendor series; the page states its own as-of date.

Is this investment advice?

No. Every Lab tool is a data surface in an investment research diary — it describes what the engine measures, never what to do.