Home / Strategies / Oil & Gas
ETF · strategy report

Does anything beat buy & hold on Oil & Gas?

Every setup we tested on Oil & Gas — ranked out-of-sample, corrected for multiple testing, and forward-tracked in public from the day this page published. The honest answer is the headline.

MIXED

Beat buy-and-hold in both windows — but can't be told apart from selection luck.

Beat buy-and-hold in both the full window and out-of-sample but its OOS Sharpe 1.38 did not clear the 1.48 selection hurdle (best-of-N luck cannot be ruled out). Buy-and-hold benchmark: +1.7% CAGR over 20.1 years (+23.6% CAGR in the out-of-sample window).

Educational research from historical backtests — not investment advice. Past performance does not predict future results.

Oil & Gas (XOP): Connors RSI Beat the Index, But Couldn't Beat the Odds

Broad index funds like Oil & Gas are diversified by construction, which makes them stubbornly hard to beat — most of what looks like edge in a backtest is just the market's own return, rearranged. Here the picture is genuinely mixed. Out of 741 indicator configurations we tested on XOP, the strongest was Connors RSI on the weekly timeframe. It outperformed buy-and-hold in both the training and out-of-sample windows, with a profitable trade profile across 53 out-of-sample trades. That is more than most setups on this asset manage, and less than what we would call validated.

Read the figures with the selection problem in mind. An out-of-sample Sharpe of 1.38 sounds fine until you remember it was chosen as the best of hundreds of attempts; our hurdle of 1.48 exists precisely to discount that luck, and this setup did not clear it. The out-of-sample alpha of +3.5% over 6.0 years, a 75.5% win rate, and a -73.2% drawdown describe one historical path, nothing more. Only 0.8% of setups beat buy-and-hold at all here, while buy-and-hold itself compounded at +1.7%. Market regimes shift; past performance carries no promise about future results.

Every figure above is computed from our own backtests — nothing is estimated or invented. Hypothetical results; not investment advice.

The rules

The setups that ranked, and what they are

Fully mechanical — no discretionary steps, no hidden filters. We name the indicator and publish its record; we keep the settings.

#1 · Oscillator · Weekly

Connors RSI

What it is: An oscillator rule: it reads a bounded momentum gauge and takes exposure when it turns from an extreme. Long/flat only — no leverage, no shorting. The parameters we tested are not published.

How it was tested: signals evaluated at weekly-bar close, the position changes on the NEXT bar, 0.08% cost per side. Same engine, same cost model, same out-of-sample split as every other number on this site.

+78.1%
Total return
0.24
Sharpe
-73.2%
Max DD
75.5%
Win rate
53
Trades
+1.2%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 1.38 · alpha +3.5% · 17 trades over 6.0 yrs.

#2 · Oscillator · Weekly

Connors RSI-2

What it is: A mean-reversion rule: it fades stretched moves and exits as price reverts toward its average. Long/flat only — no leverage, no shorting. The parameters we tested are not published.

How it was tested: signals evaluated at weekly-bar close, the position changes on the NEXT bar, 0.08% cost per side. Same engine, same cost model, same out-of-sample split as every other number on this site.

+84.3%
Total return
0.25
Sharpe
-71.7%
Max DD
70.6%
Win rate
51
Trades
+1.4%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 1.15 · alpha -1.5% · 16 trades over 6.0 yrs.

#3 · Momentum · Daily

Price Momentum Oscillator

What it is: A momentum rule: it holds while rate-of-change stays positive and steps aside when it rolls over. Long/flat only — no leverage, no shorting. The parameters we tested are not published.

How it was tested: signals evaluated at daily-bar close, the position changes on the NEXT bar, 0.08% cost per side. Same engine, same cost model, same out-of-sample split as every other number on this site.

+343.4%
Total return
0.42
Sharpe
-67.6%
Max DD
44.5%
Win rate
137
Trades
+5.8%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 1.01 · alpha +3.6% · 38 trades over 6.0 yrs.

Forward test

Since publication — including if it loses

+9.96%
the published setup, since 2026-07-02 (10 market days)
+26.11%
buy & hold, same window

Buy-and-hold is ahead so far — we publish that too. That is the point. Marked to market nightly from real prices, rules frozen at publication, as of 2026-09-07. Currently FLAT.

How this verdict was computed (mode: out-of-sample)

We tested 741 setups (indicator × parameters × timeframe) on Oil & Gas. Only setups with ≥30 trades qualify (612 did). Setups are ranked by out-of-sample Sharpe — the last ~30% of history, which standard-parameter rules never saw during selection. Because picking the best of 741 tries mines even the holdout, the VALIDATED verdict additionally requires the top setup’s OOS Sharpe to clear a selection hurdle of 1.48 (√(2 ln N)/√T) AND positive alpha in both windows. Of the eligible setups, 0.8% had positive out-of-sample alpha (median OOS Sharpe 0.33) — the table below is truncated, but this summary covers all of them. How we test: methodology. The scoring contract is published in full; the parameters of each individual setup are not.

Ranked table

Top 20 of 612 eligible setups

Ranked by out-of-sample Sharpe. Full + out-of-sample columns, costs included. Hypothetical.

#SetupTFTotal retSharpeMax DDWinTradesα vs B&HOOS SharpeOOS αOOS trades
1Connors RSIWeekly+78.1%0.24-73.2%75.5%53+1.2%1.38+3.5%17
2Connors RSI-2Weekly+84.3%0.25-71.7%70.6%51+1.4%1.15-1.5%16
3Price Momentum OscillatorDaily+343.4%0.42-67.6%44.5%137+5.8%1.01+3.6%38
4VWAP BandsDaily-1.0%0.13-78.7%63.6%77-2.0%0.99-4.7%26
5DEMA 10/30 CrossDaily+496.0%0.47-57.3%47.1%140+7.4%0.95+1.8%41
6Parabolic SAR (fast)Daily+29.6%0.18-81.9%43.7%371-0.7%0.9+1.2%109
7Pivot Points (Standard)Weekly+2.9%0.13-87.0%60.3%146-1.6%0.89-5.8%51
8MA EnvelopeWeekly-24.1%0.1-88.8%56.2%48-3.1%0.88-5.0%22
9Fibonacci PivotsWeekly-26.0%0.06-89.6%59.6%151-3.2%0.83-7.2%51
10Adaptive SupertrendDaily+44.7%0.2-78.0%38.6%176-0.1%0.82-2.4%45
11QQEDaily+23.7%0.22-91.2%38.6%295-0.9%0.81+3.9%92
12TEMA 20/50 CrossDaily+220.1%0.35-53.0%41.4%111+4.0%0.76-4.1%30
13MACD-VDaily+61.2%0.22-69.8%45.6%204+0.4%0.76-4.9%60
14Camarilla PivotsWeekly-28.4%0.07-81.8%55.3%217-3.4%0.76-8.6%70
15Supertrend (7,2)Daily+170.7%0.32-65.5%43.2%132+3.1%0.75-4.4%36
16Fisher TransformDaily+18.4%0.16-82.4%46.1%492-1.1%0.74-4.6%146
17Williams %R (21)Daily+201.3%0.34-67.1%42.6%249+3.7%0.73-4.6%71
18Hull MA 15/60 CrossDaily+104.9%0.27-61.8%40.8%157+1.7%0.73-5.2%44
19Percentage Price Osc.Daily+33.3%0.19-75.7%45.8%203-0.5%0.73-5.4%61
20PPO CrossDaily+33.3%0.19-75.7%45.8%203-0.5%0.73-5.4%61

Hypothetical backtests with 0.08%/side costs. Not investment advice — see the full disclaimer.

Read this before acting on anything

These are historical backtests of mechanical rules. They are educational research, not investment advice, not a recommendation, and not tailored to you. Educational information only — not investment advice. Hypothetical backtested results; past performance does not guarantee future results. Trading involves risk of loss.

Keep digging