I know you know about USO. There is also an ETF which tracks the solar group: TAN.
Over the last three years, USO is pretty much flat, while TAN has lagged USO by nearly 70%, even with TAN's recent gains. Since Jan. 1 2013, TAN has outperformed USO by 40%, and since April 1 2013 has outperformed by 35%.
If TAN was to "revert to the mean" that would knock TAN down to around $15. TAN's historic performance is absolutely dismal, with a 1:10 reverse split in Feb. 2012.
I'm not going to fight the trend here, but this market has to turn.
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