Market Cycle Analysis

This dashboard tracks the Relative Strength (RS) of each sector versus the S&P 500 (SPY). Sectors rotate clockwise through four phases: ImprovingLeadingWeakeningLagging.

LEADING

Strong Trend + Outperforming
XLB Materials
3M: +19.29% 1M: +7.43%
$53.36
+0.76%
XLE Energy Top Pick
3M: +18.94% 1M: +12.72%
$55.1
-0.09%
XLI Industrials
3M: +13.98% 1M: +8.44%
$176.98
+1.23%
XLP Staples Top Pick
3M: +10.9% 1M: +9.18%
$89.74
+0.87%
XLU Utilities Top Pick
3M: +2.79% 1M: +10.88%
$47.2
+1.11%
XLRE Real Estate
3M: +2.62% 1M: +6.87%
$43.73
+0.28%

WEAKENING

Outperforming but Losing Momentum

No sectors currently weakening.

IMPROVING

Underperforming but Gaining Momentum
XLV Healthcare
3M: -2.19% 1M: +0.63%
$157.87
-0.42%

LAGGING

Underperforming & Weak Trend
XLC Comm. Services
3M: -0.49% 1M: -0.59%
$116.16
+0.69%
XLY Discretionary
3M: -0.76% 1M: -3.79%
$116.74
+1.52%
XLK Technology
3M: -1.57% 1M: -3.17%
$140.32
+1.3%
XLF Financials
3M: -5.63% 1M: -3.77%
$50.98
+0.49%

Strategy Transparency

Methodology

This dashboard implements a Relative Rotation Graph (RRG) methodology. It plots sectors based on their relative strength (RS) versus the market benchmark (SPY).

  • Leading Strong uptrend & outperforming SPY. The ideal place for long positions.
  • Weakening Still outperforming, but momentum is fading. Often a signal to take profits.
  • Lagging Weak trend & underperforming. Avoid these sectors.
  • Improving Momentum is picking up, although still negative vs SPY. Good for "bottom fishing".

Strengths & Weaknesses

Why it works
  • Defensive: Naturally rotates out of crashing sectors (like Tech in '22).
  • Tactical Alpha: The 1M Signal (Top Pick) historically outperforms SPY by reacting faster to new trends.
Risks
  • Bull Market Drag: In a strong "everything rally", rotation strategies often lag buy-and-hold.
  • Whipsaw: False breakouts in "Improving" sectors can lead to losses if the trend fails.