
CHRW+14.13%16.7%

JBHT+70.16%16.7%

KNX+65.09%16.7%

ODFL+29.58%16.7%

TFII+33.33%16.7%

XPO+46.71%16.7%
As of Oct 2, 2026, 9:55 PM ET
Oversupply Risk '26: Trucking Constituents
C.H. Robinson Worldwide, Inc.CHRW | 16.7% | 2.99% | 2.84% | 6.39% | 0.44% | -4.32% | -16.97% | 49.59% | 14.13% | 51.33% | 99.19% | $18.59B |
J.B. Hunt Transport Services, Inc.JBHT | 16.7% | 3.08% | -3.81% | -12.24% | 0.51% | 17.51% | -2.16% | 49.47% | 70.16% | 40.79% | 44.52% | $21.99B |
Knight-Swift Transportation Holdings Inc.KNX | 16.7% | 2.06% | -1.82% | -2.02% | 0.70% | 25.99% | 4.69% | 46.35% | 65.09% | 30.13% | 37.60% | $10.87B |
Old Dominion Freight Line, Inc.ODFL | 16.7% | 1.34% | 2.75% | -2.89% | 2.30% | 16.19% | -10.27% | 7.11% | 29.58% | -5.36% | 28.25% | $37.53B |
TFI International Inc.TFII | 16.7% | -1.37% | -4.91% | -7.81% | -1.37% | 15.05% | -0.68% | 49.31% | 33.33% | -10.08% | 22.99% | $9.77B |
XPO Logistics, Inc.XPO | 16.7% | 3.54% | 4.74% | 0.06% | 3.54% | 36.92% | -11.58% | 67.18% | 46.71% | 75.64% | 287.40% | $21.79B |
| Theme return | — | 1.94% | -0.04% | -3.07% | 1.04% | 19.42% | -5.18% | 49.41% | 45.87% | 31.09% | 94.15% | — |
| Average | 16.7% | 1.94% | -0.04% | -3.08% | 1.02% | 17.89% | -6.16% | 44.84% | 43.17% | 30.41% | 86.66% | $20.09B |
| Median | 16.7% | 2.53% | 0.47% | -2.45% | 0.61% | 16.85% | -6.21% | 49.39% | 40.02% | 35.46% | 41.06% | $20.19B |
| Std Dev | 0.0% | 1.65% | 3.65% | 5.87% | 1.55% | 12.46% | 7.38% | 18.21% | 19.78% | 30.31% | 93.19% | $9.17B |
| Min | 16.7% | -1.37% | -4.91% | -12.24% | -1.37% | -4.32% | -16.97% | 7.11% | 14.13% | -10.08% | 22.99% | $9.77B |
| Max | 16.7% | 3.54% | 4.74% | 6.39% | 3.54% | 36.92% | 4.69% | 67.18% | 70.16% | 75.64% | 287.40% | $37.53B |
| % Positive Tickers | 83.33% | 50.00% | 33.33% | 83.33% | 83.33% | 16.67% | 100.00% | 100.00% | 66.67% | 100.00% |