Well, I finally did a few outperform picks, all in the energy sector. I did not spend time looking at my picks in detail so I would not blindly follow them with real money without due diligence, but, here is why I picked the sector.
I am still in the deflationary camp, but I believe that currently energy has some deflationary protection. Evidence suggests that we are over the top half of peak oil, meaning that oil production is declining. Because of the economic decline, there is also demand destruction, but I think the decline in oil production helps to offset the demand destruction and keep the demand for energy to a level that even in a tough economy there is still pricing power by industry. It is also a used up consumable.
To reiterate here, I did not look closely at my picks. I only spent about a minute looking at each pick, they are simply in the energy industry and when I looked at these ones the graphs suggested they gave back more of the oil bubble peaks then some of the others. The graphs may also be suggesting some other problems, but I didn't spend the time to check.