Sunday, October 29, 2017

Weekly Playoff Probabilities - Week 9

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

Rank Team Agg Rank POFF Prob Change
1 Alabama 1 69.22% -16.5%
2 Georgia 4 63.81% 13.8%
3 Penn State 3 52.92% -7.4%
4 Ohio State 2 46.07% 16.7%
5 Notre Dame 5 43.88% 13.5%
6 Clemson 6 35.38% 9.9%
7 Central Florida 15 28.61% 1.9%
8 Wisconsin 11 21.40% -3.0%
9 Miami (FL) 17 19.61% -9.2%
10 Washington 7 7.23% -3.8%
11 Oklahoma 9 3.49% 0.7%
12 TCU 12 3.09% -14.5%
13 Oklahoma State 10 1.67% -0.1%
14 Virginia Tech 13 1.66% 0.5%
15 USC 18 0.64% 0.3%
16 Mississippi State 14 0.51% 0.3%
17 Auburn 8 0.34% -0.1%
18 North Carolina State 20 0.18% -1.6%
19 Stanford 16 0.11% -0.2%
20 Michigan 22 0.08% 0.0%
21 Iowa State 21 0.03% 0.0%
22 Washington State 25 0.02% -0.7%
23 Michigan State 32 0.02% -0.6%
24 South Carolina 38 0.01% 0.0%
25 LSU 24 0.01% 0.0%
26 Arizona 26 0.00% 0.0%
27 Kentucky 68 0.00% 0.0%

1.  So, a couple of weird things happened.  First, our biggest dropper of the week was...idle Alabama?  Aside from having the most to lose, there are some pretty logical reasons why Alabama moved down so much.  First, their wins in the bank don't look quite as good as they did: All three of their non-conference opponents lost (Florida State, Fresno State, and Colorado State), while their two cross-divisional opponents lost (Tennessee and Vandy).  This helped to move their predicted SOS from .594 (elite) to .568 (merely pretty good).  An 11-1 or 12-1 Alabama was previously viewed as a near-lock for the Playoff, but now there's a little less room for error.  Additionally, their odds of winning out dropped from 44% to 35%, partially because future opponents Mississippi State and Georgia looked quite good this week.  The Tide is still in better shape than anyone, but they'll probably have to sweat the last five weeks out more than we previously thought.

2.  The other noticeable oddity is Penn State barely dropping after their loss to the Buckeyes.  Much the Bama weirdness, it's pretty easy to justify this.  First of all, Penn State's odds of finishing 11-1 or better barely decreased.  Last week this figure was 81% and now it's all the way down to 73%.  The main reason for this is that they are now very unlikely to have to play Wisconsin in the Big Ten title game.  This means their toughest remaining test is a road game against Michigan State in which they will be favored by double digits.  Second, Penn State's non-conference opponents (Akron and Pitt) and cross-division opponents (Nebraska, Northwestern, and Iowa) went 5-0 this week, meaning that losing the opportunity to play the Badgers doesn't really hurt their SOS enough to matter.  An 11-1 Penn State will have an eerily similar case to last year's 11-1 Ohio State - so much so that they're probably getting it.  Never let it be said that the college football gods don't have a sense of humor.

3.  Week 9 eliminated five teams from the rankings: Texas A&M, Virginia, West Virginia, South Florida, and Georgia Tech.  We have still lost only one of the pre-season top 16 (#3 Florida State), which should make the final five weeks pretty damn exciting.

4.  The Pac 12 and Big 12 are basically done (from a playoff standpoint), so it appears that either the Big Ten or SEC is going to get two teams in, or ND is going to make the playoff.  Or maybe both those things happen. 

Conference Exp Playoff Teams
SEC 1.339
B10 1.205
ACC 0.568
IND 0.439
AMER 0.286
B12 0.083
P12 0.080

5.  Conference title races didn't change too much with the events of Week 9.  Ohio State is now your clear favorite in the East and the Big 12 is up for grabs, but everything else is pretty much as it was.  Northwestern holds on to its faint conference title bid, but they would have to win out while Wisconsin would have to go 1-3 at best.  You can always dream, I guess.

Conference Favorite Perc   Runner-Up Perc
ACCA Clemson 70.6%   North Carolina State 29.3%
ACCC Miami (FL) 69.4%   Virginia Tech 29.8%
AMEE Central Florida 81.5%   South Florida 18.5%
AMEW Memphis 81.0%   SMU 11.3%
B10E Ohio State 96.7%   Penn State 2.5%
B10W Wisconsin 99.4%   Northwestern 0.5%
B12 Oklahoma State 56.9%   Oklahoma 56.7%
CUSAE Florida Atlantic 79.4%   Marshall 16.4%
CUSAW North Texas 75.7%   Louisiana Tech 8.5%
MACE Ohio 53.3%   Akron 36.1%
MACW Toledo 63.4%   Northern Illinois 26.2%
MWCW Fresno State 77.9%   San Diego State 21.5%
MWCM Boise State 63.0%   Colorado State 29.0%
P12N Washington 62.0%   Stanford 33.8%
P12S USC 73.9%   Arizona 23.8%
SECE Georgia 97.1%   South Carolina 2.3%
SECW Alabama 82.3%   Auburn 12.9%
SUN Appalachian State 48.1%   Arkansas State 41.7%


Week 10 Preview

Home Away Home Win Prob Playoff Teams Lost
SMU Central Florida 21.6% 0.062
North Carolina State Clemson 27.2% 0.049
Michigan State Penn State 15.0% 0.040
Miami (FL) Virginia Tech 48.4% 0.038
Iowa Ohio State 11.8% 0.027
Notre Dame Wake Forest 88.4% 0.025
Georgia South Carolina 91.9% 0.017
Alabama LSU 93.0% 0.016
Oklahoma State Oklahoma 55.4% 0.013
Indiana Wisconsin 18.2% 0.013

There is no game with anything close to the importance of Ohio State-Penn State this weekend (just look at the #1 game...lol).  That said, this is probably the deepest week I have ever seen since starting this exercise two years ago.  Every game in the top ten has a reasonably important impact on the playoff and a few of the games just off the top ten (Auburn-A&M, Wazzu-Stanford, Arizona-USC) promise to be great.  If you're going to spend a full Saturday in front of the TV, this is probably it.

Sunday, October 22, 2017

Weekly Playoff Probabilities - Week 8

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

Rank Team Agg Rank POFF Prob Change
1 Alabama 1 85.76% -3.2%
2 Penn State 3 60.35% 8.7%
3 Georgia 6 49.97% -1.4%
4 Notre Dame 4 30.36% 12.7%
5 Ohio State 2 29.38% -9.7%
6 Miami (FL) 15 28.82% -10.1%
7 Central Florida 16 26.67% 12.1%
8 Clemson 5 25.43% 1.9%
9 Wisconsin 9 24.44% -2.9%
10 TCU 12 17.59% -0.3%
11 Washington 7 11.01% 1.2%
12 Oklahoma 10 2.74% -1.4%
13 North Carolina State 18 1.75% -0.2%
14 Oklahoma State 11 1.74% -0.1%
15 Virginia Tech 14 1.15% 0.7%
16 Washington State 23 0.72% 0.0%
17 Michigan State 30 0.60% -0.1%
18 Auburn 8 0.41% -0.1%
19 USC 20 0.35% -5.9%
20 Stanford 13 0.34% -0.6%
21 Mississippi State 17 0.19% 0.0%
22 Michigan 22 0.09% -0.7%
23 Texas A&M 37 0.04% -0.1%
24 Georgia Tech 21 0.04% 0.0%
25 LSU 25 0.02% 0.0%
26 South Carolina 39 0.01% 0.0%
27 South Florida 28 0.01% 0.0%
28 Iowa State 26 0.01% 0.0%
29 Kentucky 73 0.00% 0.0%
30 Arizona 35 0.00% 0.0%
31 West Virginia 33 0.00% 0.0%
32 Virginia 71 0.00% 0.0%

1. The "pretender" one-loss teams (Kentucky and Virginia) lost this past weekend, which leaves us with all of the legitimate contenders occupying the top 17 slots.  The most notable jumps belong to Penn State and Notre Dame, which makes sense as 1) they won the two biggest games of the day in dominant fashion, and 2) they're both really good.

2.  Since it was a pretty quiet week, a quick note about the differences between my model and 538's.  For the most part our results line up pretty well, but there are a few exceptions.  Most notably, the SEC teams, the Big Ten teams, and Notre Dame are all a bit lower in their implementation.  The reason for this is that their model weights conference titles fairly heavily whereas mine does not even consider them as a separate variable.  This means my model sees a number of possibilities where Georgia and Alabama (or Penn State and Ohio State if you prefer) both make the top four, while 538's model thinks there needs to be a fair amount of chaos for that to happen.  Furthermore, if you click the "win out" box next to Notre Dame, you'll see that their model only gives an 11-1 Irish team a coin flip's chance of making the playoff.  Mine thinks an 11-1 Notre Dame is basically a lock with a 92% chance in that scenario.  I generally respect the work that 538 does, but I think a 40 percentage point difference based on a single variable* is a bit strange.

*And remember, this is a variable with zero evidence of its own importance.  Just last year, we saw non-conference champ Ohio State beat out Penn State, and every other playoff participant has effectively qualified on their own merits.

3.  A brisk week for eliminations leaves us with Wake Forest, Iowa, Utah, and Texas Tech on the outside looking in.  As a reminder that my model is actually good, the Utes were at just 0.05% to make the playoff when they were 4-0 three weeks ago.

4.  Same story, different week for the conference-level playoff odds.  Ohio State's loss to the Sooners and Wisconsin's bad SOS makes it more difficult to envision a second Big Ten team in the playoff when compared to the Bama-Georgia pairing.  But if Penn State finishes a strong 11-1, I can see them pulling off a 2016 Ohio State and squeezing themselves in.

Conference Exp Playoff Teams
SEC 1.364
B10 1.149
ACC 0.572
IND 0.304
AMER 0.267
B12 0.221
P12 0.124

5.  Two weeks ago, San Diego State had an 89% chance to win their division.  Now, Fresno State has the second best odds of any team in any division.  Part of this wild swing is due to the rest of the division being terrible, but part of it is due to the Bulldogs legitimate rise in quality in Jeff Tedford's first season.  In other news, every division now has a clear favorite thank in large part to Memphis and FAU turning into near-dominant squads.

Conference Favorite Perc   Runner-Up Perc
ACCA Clemson 57.3%   North Carolina State 42.4%
ACCC Miami (FL) 77.3%   Virginia Tech 20.7%
AMEE Central Florida 75.2%   South Florida 24.9%
AMEW Memphis 73.6%   SMU 14.3%
B10E Ohio State 64.9%   Penn State 33.3%
B10W Wisconsin 99.7%   Northwestern 0.2%
B12 TCU 77.7%   Oklahoma State 52.2%
CUSAE Florida Atlantic 56.2%   Marshall 38.4%
CUSAW North Texas 57.1%   Southern Miss 36.2%
MACE Ohio 58.6%   Akron 24.4%
MACW Toledo 60.0%   Northern Illinois 27.1%
MWCW Fresno State 98.6%   San Diego State 1.4%
MWCM Colorado State 60.2%   Boise State 36.3%
P12N Washington 52.8%   Stanford 38.5%
P12S USC 58.0%   Arizona State 23.6%
SECE Georgia 93.7%   South Carolina 3.1%
SECW Alabama 84.6%   Auburn 11.5%
SUN Appalachian State 60.9%   Arkansas State 28.3%


Week 9 Preview

Home Away Home Win Prob Playoff Teams Lost
Ohio State Penn State 67.3% 0.183
Notre Dame North Carolina State 79.9% 0.038
Clemson Georgia Tech 82.2% 0.023
Georgia Florida 86.8% 0.022
Iowa State TCU 31.9% 0.019
North Carolina Miami (FL) 10.6% 0.010
Washington UCLA 89.1% 0.006
Illinois Wisconsin 3.1% 0.002
Oklahoma Texas Tech 85.2% 0.002
West Virginia Oklahoma State 23.3% 0.002

Now it starts.  Four of the next five weeks are the four biggest weeks of the year, per the "Playoff Teams Lost" metric.  Week 9 is a more top-heavy than some (which happens when the #2 team has a 2 in 3 chance of losing), but there's enough depth to keep me interested all day.  My favorite clash is ND's amazing O-line versus Bradley Chubb and the Wolfpack's ferocious D-line.  Just off the top ten list is a lovely late-night tussle between Arizona and Washington State.  There's also the game that could decide the Pac 12 South, with USC traveling to Arizona State.