Sunday, October 30, 2016

Weekly Playoff Probabilities - Week 9

As always, explanation here, ranking below, thoughts after.

Rank Team Agg Rank POFF Prob Change
1 Clemson 5 96.15% 12.3%
2 Alabama 1 94.52% 6.0%
3 Michigan 2 78.98% 0.1%
4 Washington 6 44.28% 6.1%
5 Ohio State 3 34.39% 4.4%
6 Texas A&M 9 17.36% 2.7%
7 Louisville 4 13.16% -1.9%
8 Western Michigan 23 11.34% 0.1%
9 LSU 8 2.84% -0.1%
10 Auburn 7 1.57% 0.7%
11 West Virginia 19 1.48% -10.3%
12 Wisconsin 12 0.74% 0.1%
13 Penn State 20 0.69% 0.3%
14 Colorado 15 0.60% 0.1%
15 Oklahoma 10 0.49% 0.2%
16 Baylor 17 0.48% -5.4%
17 Florida 13 0.40% 0.0%
18 Nebraska 25 0.31% -0.7%
19 North Carolina 24 0.08% 0.0%
20 Oklahoma State 22 0.06% 0.0%
21 Washington State 28 0.05% 0.0%
22 Virginia Tech 18 0.03% 0.0%
23 Utah 36 0.01% -0.1%
24 Minnesota 46 0.00% 0.0%

1.  Since the first official playoff rankings will be released on Tuesday, a disclaimer:  My rankings are not intended to mirror the week-to-week rankings of the committee.  Rather, the goal of this is to show who has the best odds of making the playoff in the end.  This means that a team that has a difficult remaining schedule (and thus a better chance to lose) will rank lower here than in the committee's eyes.  As this has been a rather straightforward year thus far, there probably won't be any stunning differences from the CFP ranks, but it's still an important distinction to remember.

2.  You may notice that the teams at the top have a really high chance of making the playoff.  For comparison's sake, the top team at this point last year (also Clemson) had just a 56% chance of making the playoff.  Part of this difference is the change in my methodology: My model now recognizes that Clemson and Alabama would have far better one-loss resumes than other teams, and rewards them accordingly.  But the main reason for the dominance of the top three is that they have three incredibly strong cases for playoff inclusion.  Here's a chart that helps explain this:

Team 0-Loss Odds 1-Loss Odds P(POFF|1LOSS) 2-Loss Odds P(POFF|2LOSS) Adj SOS
Clemson 58.65% 34.45% 93.60% 6.68% 29.52% 0.600
Alabama 47.25% 42.84% 94.39% 9.75% 32.49% 0.603
Michigan 42.87% 48.35% 67.66% 8.49% 5.57% 0.555

Obviously, all three teams have about a 50% chance of going undefeated at this point, and if that happens any and all three of these teams is guaranteed a playoff berth.   Where the real difference comes into play is in the scenarios where these teams lose one game.  In this case, Clemson and Alabama's insane strength-of-schedules (yes, a .600 SOS is really good) put them in the company of teams that almost always make the top four.*  Even if these teams drop a couple of games, there's still some chance of making the playoff, although you would have to think the teams that take them down (LSU?  Auburn?  Virginia Tech?) might leap them in the committee's estimation.  Yes, my model is more aggressive with these teams than others are, but all available evidence points to a runaway for the teams at the top.  We shall see.

*For reference, the eight teams that have finished the season with one loss and an SOS of .600 or greater have all made the top four.  This group includes two eventual champions: 2006 Florida and 2015 Alabama.

3.  We say goodbye to six more teams this week: Boise State, Florida State, Tennessee, Pittsburgh, Wake Forest, and Maryland are all officially eliminated.  The first three teams resigned in the middle of last week's rankings (10th, 12th, and 14th), which is part of what helped to collapse the rankings even more than they currently were.

4.  The Big 12 is basically eliminated now, so the picture is even clearer:  If Washington slips up, we'll see a second team from a conference in all likelihood.  Should be fun.

Conference Exp Playoff Teams
SEC 1.167
B10 1.151
ACC 1.094
P12 0.449
MAC 0.113
B12 0.025

5.  Conference races continue to take shape.  Clemson is a mortal lock to win the Atlantic after their win, and several other divisions how have a dominant leader as well.  Wisconsin is not in first in the Big Ten West, but they are a better team than Nebraska and have an easier remaining schedule, plus that tie-breaker due to their win last night (grrr).  Boise is still the favorite after their loss (they're still two touchdowns better than Wyoming in the composite ratings), but it should be a much more interesting race now.  For my money, the best race is in the Sun Belt, where Troy and App State should battle it out until the end.

Conference Favorite Perc   Runner-Up Perc
ACCA Clemson 98.6%   Louisville 1.4%
ACCC Virginia Tech 78.4%   North Carolina 21.1%
AMEE Temple 76.4%   South Florida 22.3%
AMEW Navy 46.3%   Tulsa 27.5%
B10E Michigan 70.5%   Ohio State 23.5%
B10W Wisconsin 58.0%   Nebraska 25.2%
B12 Oklahoma 65.0%   West Virginia 14.8%
CUSAE Western Kentucky 78.6%   Middle Tennessee 15.4%
CUSAW Louisiana Tech 65.9%   Southern Miss 32.6%
MACE Ohio 81.1%   Akron 13.9%
MACW Western Michigan 87.7%   Toledo 12.2%
MWCW San Diego State 99.2%   Hawaii 0.7%
MWCM Boise State 55.4%   Wyoming 39.3%
P12N Washington 79.4%   Washington State 20.6%
P12S Colorado 74.3%   Utah 14.3%
SECE Florida 86.2%   Tennessee 9.5%
SECW Alabama 75.1%   Auburn 13.6%
SUN Appalachian State 47.2%   Troy 46.6%


Week 10 Preview

Home Away Home Win Prob Playoff Teams Lost
LSU Alabama 30.7% 0.120
Ohio State Nebraska 87.0% 0.026
California Washington 13.8% 0.020
Mississippi State Texas A&M 17.8% 0.016
Clemson Syracuse 96.3% 0.012
Michigan Maryland 97.8% 0.006
Ball State Western Michigan 10.1% 0.004
Boston College Louisville 5.3% 0.003
Northwestern Wisconsin 30.6% 0.003
Penn State Iowa 69.5% 0.002

Much like previous weeks, there is one game that far and away has the most playoff implications.  Verne's final night game should be a doozy.  Other than that, there are still a couple of other big games, including some decent road tests.  If Virginia and Michigan State could compel one-score games last week, it's reasonable to expect that one or two of these home underdogs will make some noise.

Sunday, October 23, 2016

Weekly Playoff Probabilities - Week 8

As always, explanation here, ranking below, thoughts after.

Rank Team Agg Rank POFF Prob Change
1 Alabama 2 88.48% 10.5%
2 Clemson 5 83.86% 6.0%
3 Michigan 1 78.87% 14.0%
4 Washington 6 38.20% 0.3%
5 Ohio State 4 29.95% -38.6%
6 Louisville 3 15.11% 3.2%
7 Texas A&M 9 14.65% -12.9%
8 West Virginia 18 11.78% 7.6%
9 Western Michigan 22 11.22% 1.5%
10 Boise State 25 7.40% 2.5%
11 Baylor 15 5.89% 2.5%
12 Florida State 10 5.01% -0.2%
13 LSU 8 2.93% 1.8%
14 Tennessee 20 2.25% 0.8%
15 Nebraska 23 0.98% -0.2%
16 Auburn 7 0.88% 0.4%
17 Wisconsin 12 0.66% 0.2%
18 Colorado 16 0.46% 0.3%
19 Florida 13 0.40% 0.1%
20 Penn State 28 0.35% 0.3%
21 Oklahoma 11 0.30% -0.1%
22 North Carolina 24 0.12% 0.1%
23 Utah 37 0.10% 0.1%
24 Washington State 26 0.07% 0.0%
25 Oklahoma State 27 0.04% 0.0%
26 Virginia Tech 19 0.02% 0.0%
27 Pitt 33 0.01% 0.0%
28 Wake Forest 60 0.00% 0.0%
29 Maryland 62 0.00% 0.0%
30 Minnesota 54 0.00% 0.0%

1.  Week 8 saw Ohio State and Texas A&M basically lose half a playoff team from their probabilities.  The majority of the spoils from this went to the top three teams, which all saw slight upward movement in their favor.  As a result, the odds for Alabama, Clemson, and Michigan may seen quite high, but I think I can account for this fairly logically.  First of all, there are just nine other power conference teams with fewer than two losses.  This creates a relatively small pool of true competitors, and many of those teams (Utah) are probably more pretender than contender.  Second, all three of the top teams are legitimately good which means they're not likely to collapse (all three teams have better than a 80% chance of finishing with one loss or fewer).  Finally, Alabama and Clemson boast two of the top strength of schedules in the nation.  If either were to trip up and finish with one loss, my algorithm (based on the NCAA's definition of SOS) says they would both have better than a 90% chance of being selected for the playoff, based on what happened to similar teams in the past (for reference 2008 Florida - one of the best teams of the millennium - is the nearest comparison in terms of SOS for one-loss teams).  There is certainly still a chance for chaos, but we still need an awful lot of it to avoid the seemingly inevitable.

2.  While a few teams avoided elimination in notable ways, we still wave goodbye to seven teams this week.  Arkansas, Miami (FL), North Carolina State, Stanford, TCU, Arizona State, and Iowa all took their third loss this week.  None of these teams were in the top 20 of the aggregate rankings (Miami is 21st...so close), so none were realistic contenders at this point anyway.

3.  Ohio State's loss (in concert with real improvement from West Virginia) means we no longer have a conference with strong odds of placing two teams in the playoff.  This doesn't mean it still can't happen, but the Pac 12 and Big 12 are looking stronger than they were, which makes it more likely one of them sneaks a team in.

Conference Exp Playoff Teams
B10 1.108
SEC 1.096
ACC 1.041
P12 0.388
B12 0.180
MAC 0.112
MWC 0.074

4.  I made two changes to the conference title odds this week.  One, upon popular request, I added the Big 12 and Sun Belt to the list.  I had previously only been calculating the division winners for conferences with title games (so I could in turn simulate those).  But, it still matters who wins the other conferences, so I wanted to include them here.

The second change concerns tie-breakers.  You may have noticed that (for example) Louisville had maintained a greater than 20% chance of winning the ACC Atlantic, in spite of having an effective 1.5 game deficit to Clemson.  This was because I had simply randomized the divisional winner in the case of ties.  Since there are now several examples where head-to-head tie-breakers are playing important roles in determining division champs, I did the work to make my code able to pick the winner.  This new functionality also shows up a couple of other places, most notably in swinging the ACC Coastal odds towards Virginia Tech and the West division of the American towards Navy.

Conference Favorite Perc   Runner-Up Perc
ACCA Clemson 91.3%   Louisville 8.5%
ACCC Virginia Tech 57.9%   North Carolina 38.0%
AMEE Temple 71.9%   South Florida 24.6%
AMEW Navy 66.7%   Houston 13.7%
B10E Michigan 70.0%   Ohio State 25.1%
B10W Wisconsin 45.5%   Nebraska 43.0%
B12 Oklahoma 47.5%   West Virginia 28.6%
CUSAE Western Kentucky 71.1%   Middle Tennessee 22.7%
CUSAW Louisiana Tech 60.4%   Southern Miss 33.0%
MACE Akron 50.3%   Ohio 46.6%
MACW Western Michigan 79.3%   Toledo 20.7%
MWCW San Diego State 96.0%   Hawaii 3.7%
MWCM Boise State 93.8%   Wyoming 5.5%
P12N Washington 77.8%   Washington State 22.0%
P12S Colorado 73.3%   Utah 17.2%
SECE Tennessee 51.7%   Florida 46.1%
SECW Alabama 79.0%   LSU 9.0%
SUN Troy 51.3%   Appalachian State 38.8%


Week 9 Preview

Home Away Home Win Prob Playoff Teams Lost
Florida State Clemson 38.3% 0.142
Utah Washington 18.5% 0.026
Oklahoma State West Virginia 48.6% 0.022
Wisconsin Nebraska 70.8% 0.010
Texas Baylor 36.3% 0.009
Ohio State Northwestern 94.4% 0.009
Michigan State Michigan 3.2% 0.008
Ole Miss Auburn 40.5% 0.004
South Carolina Tennessee 16.5% 0.004
Wyoming Boise State 14.9% 0.004

Week 9 is similar to the past couple of weeks in that there is one big game with a couple of nice runners-up.  That said, the big difference is that this top ten has eight home underdogs, many of which have a real chance of pulling the upset.  In addition to this top ten, there are a number of other matchups featuring home underdogs (Oregon State-Wazzu, Virginia-Louisville, Pitt-VT), so get ready for ESPN to call it "Home Underdog Week Presented by Home Depot" or something.