Sunday, October 14, 2018

Weekly Playoff Probabilities - Week 7

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

Rank Team Agg Rank POFF Prob Change
1 Clemson 2 85.47% 2.1%
2 Alabama 1 79.01% 12.1%
3 Notre Dame 9 56.28% 3.9%
4 Ohio State 3 48.78% -2.5%
5 Oklahoma 6 22.61% 11.7%
6 Georgia 4 19.14% -32.6%
7 Michigan 5 17.97% 10.5%
8 North Carolina State 23 17.15% 7.7%
9 Florida 11 12.90% 7.4%
10 LSU 10 12.12% 10.1%
11 Iowa 13 3.86% 2.4%
12 Texas 19 3.39% 1.5%
13 Washington 8 3.05% -11.5%
14 Kentucky 24 2.97% 1.0%
15 West Virginia 18 2.71% -8.6%
16 Penn State 7 2.43% -18.0%
17 Texas A&M 15 2.40% 1.7%
18 Duke 28 2.23% 1.7%
19 Utah 17 1.06% 0.8%
20 Washington State 30 1.01% 0.2%
21 Central Florida 25 1.01% 0.6%
22 Oregon 33 0.40% 0.3%
23 Stanford 27 0.39% 0.2%
24 Mississippi State 12 0.36% 0.2%
25 Miami (FL) 16 0.32% -2.6%
26 Texas Tech 29 0.24% 0.2%
27 Colorado 51 0.15% -0.1%
28 Michigan State 22 0.10% 0.1%
29 Syracuse 44 0.10% 0.1%
30 Cincinnati 48 0.09% 0.1%
31 USC 38 0.08% 0.1%
32 Wisconsin 14 0.08% -0.3%
33 Boston College 41 0.07% 0.1%
34 Virginia Tech 42 0.06% 0.0%
35 South Florida 59 0.01% 0.0%
36 Virginia 53 0.01% 0.0%
37 Maryland 47 0.00% 0.0%

1.  Our second straight week of goofy upsets clarifies the top four, which you could have probably guessed without clicking through to my blog.  Ohio State is a little behind everyone else (largely because of the eerie similarities to 2015 Ohio State), but the top four shouldn't engender much controversy.  The thing you might not have guessed is that an idle Oklahoma team was one of the biggest risers of the week, climbing all the way to #5.  I did not explicitly give them a bonus for firing Mike Stoops, but I wouldn't be surprised if my computer did that on its own.  The Sooners tower above fellow one-loss Big 12 teams Texas and West Virginia not because of an SOS discrepancy (they're fine - all three have roughly average schedule strength for power conference teams), but because they are better and are thus projected to do better over the rest of the season (23% chance of winning out vs. 2% for each of the other two teams).  Clearly, my computer is doing this to torture me, because it would be the most A's thing ever for Oklahoma to steal the four-seed, and then have Kyler Murray be literally dismembered by Alabama.

2.  Since we're halfway through the season, I wanted to chat for a second about my favorite topic: Chaos.  It's still entirely possible that the final Playoff rankings are neat and orderly, but the events of the last two weeks have drawn us much closer to some more chaotic possibilities.  And while there have been a few minor selection controversies in the first four years of the CFP, we have yet to see the two specific things that could lead to anarchy:

A conference title game upset - Prior to 2014, major conference title games regularly produced dramatic upsets.  2013 saw Michigan State knock Ohio State out of the top two.  Oklahoma lost a stunner to Kansas State in 2003.  And the bizarre seasons of 2001 and 2007 were shaped in part by final-week shenanigans.  But since the advent of the Playoff, the committee has never had to deal with a top team losing in the final week.  There are no obvious candidates for this yet, as we're too far away to predict anything accurately (see #5 below).  But if everything holds to form over the next six weeks, this is still something to keep in the back of your mind.

A two-loss team with a very strong strength of schedule - As you might know, my model uses data going to back to the advent of the BCS in 1998.  In that timespan, nine teams finished in the top four of the BCS standings with two losses.  Excluding the three teams that did so in 2007 (what a year), the common thread between these teams was a very strong SOS.  1999 Alabama (.630), 2002 USC (.627), 2005 Ohio State (.602), and 2001 Colorado (.597) would have all have very strong cases to be included in the Playoff committee's top four, had it existed at the time.  While there have been teams with such daunting schedules in the past four years, none of them fell into the two-loss bucket.  The ten best SOS among two-loss teams in the Playoff era are as follows:

Year Team SOS
2017 Ohio State 0.582
2015 Northwestern 0.565
2017 Miami (FL) 0.563
2016 Penn State 0.561
2016 Michigan 0.559
2017 Penn State 0.558
2015 Stanford 0.555
2014 Mississippi State 0.553
2015 Notre Dame 0.551
2017 USC 0.550

2017 OSU is appropriately at the top as they were probably the closest two-loss team to inclusion in that span, just losing out to eventual champion Alabama.  But no one else even came close to the stalwart two-loss teams of the BCS era, so there hasn't been much controversy to speak of.  In completely unrelated news, this year's Texas A&M team has a projected SOS of .604 and a 6% chance of winning out.

3.  A bloody week from top to bottom eliminates ten more teams: South Carolina, Auburn, Oklahoma State, Missouri, TCU, Indiana, California, Minnesota, Baylor, and Illinois.  Auburn is the first pre-season contender to bite the dust.  Their case was built on their decent odds of weathering a strong schedule (33% chance of 2 or fewer losses against a projected .591 SOS), but they just didn't have the offense to do it.  Maybe we'll finally predict them correctly next year.

4.  The conference odds finally got a shake-up this week.  The Pac 12 is basically dead. The Big 12 takes another significant hit.  The benefactor of all of this is...the ACC?  Sure, why not?

Conference Exp Playoff Teams
SEC 1.289
ACC 1.054
B10 0.732
IND 0.563
B12 0.289
P12 0.061
AMER 0.011

5.  The conference title grid is low-key bonkers, with a number of divisions still completely up for grabs.  In the Big Ten West, Northwestern is a strong third with 16% after escaping against the Huskers.  West Virginia (26%) and Texas Tech (22%) still have chances to prevent a Red River Rematch.  Stanford (13.4%), Oregon (13.2%), and Wazzu (12.8%) are all comically close in their bid to usurp the Huskies.  Virginia (10%!) and Duke (8%) are still alive because the Coastal is trash again.  And Kentucky still has a 17% chance of earning the honor of getting destroyed by Bama in Atlanta.  Because of the sheer number of weird teams with decent odds of making a title game, we're probably going to get at least one of them in.  Cool.

Conference Favorite Perc   Runner-Up Perc
ACCA Clemson 87.5%   North Carolina State 11.5%
ACCC Virginia Tech 47.7%   Miami (FL) 32.2%
AMEE Central Florida 64.8%   Cincinnati 19.8%
AMEW Houston 78.0%   Tulane 12.1%
B10E Ohio State 62.8%   Michigan 33.8%
B10W Wisconsin 46.2%   Iowa 33.1%
B12 Texas 69.7%   Oklahoma 69.2%
CUSAE Florida International 51.1%   Marshall 23.0%
CUSAW UAB 51.0%   North Texas 32.7%
MACE Buffalo 66.6%   Miami (OH) 21.0%
MACW Northern Illinois 44.2%   Western Michigan 40.4%
MWCW Fresno State 82.4%   San Diego State 16.5%
MWCM Utah State 74.2%   Boise State 25.4%
P12N Washington 60.7%   Stanford 13.4%
P12S USC 52.6%   Utah 30.8%
SECE Georgia 55.9%   Florida 26.6%
SECW Alabama 90.9%   LSU 7.8%
SUNE Appalachian State 81.3%   Georgia Southern 9.9%
SUNW Arkansas State 59.1%   Louisiana-Lafayette 23.6%

6.  One thing this series of posts largely overlooks is quality Group of Five teams that aren't undefeated.  Sure, you might see them in the conference title grid, but you probably don't get a good idea of just how good they are.  In light of that here's a list of where the top Group of Five teams are ranked in the computer aggregate (And yes, I am mostly just doing this to sing the praises of Appy State):

Team Rating
Fresno State 21
Central Florida 25
Appalachian State 26
Utah State 34
Boise State 36


Week 8 Preview

Home Away Home Win Prob Playoff Teams Lost
Clemson North Carolina State 86.7% 0.088
LSU Mississippi State 59.5% 0.027
TCU Oklahoma 22.7% 0.026
Michigan State Michigan 27.6% 0.026
Purdue Ohio State 15.6% 0.025
Tennessee Alabama 4.6% 0.012
Washington Colorado 86.0% 0.005
Iowa Maryland 79.0% 0.004
Utah USC 69.8% 0.004
Washington State Oregon 57.7% 0.003

Week 8 is not deep at all, but there's enough excitement at the top to earn your eyeballs.  A Wolfpack win in Death Valley would give them an unprecedented leap up the Playoff Odds standings, so that's worth watching for that alone.  TCU hopes to salvage their season (and Ohio State's SOS) at home against the rested Sooners.  Purdue just needs to roll a 6 to upset the Buckeyes.  And a couple of Pac-12 games will go a long way in deciding the division champions.

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