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@ElecCollPolls tweets from 2015-04-17 (UTC)

@ElecCollPolls tweets from 2015-04-11 (UTC)

Electoral College: Clinton slips a bit more, and first look at Clinton vs Walker

Today I added results from PPP’s latest polling of North Carolina to my database. They polled 11 different candidate combinations, but only one of these resulted in a significant change to one of the five best polled candidate combinations. So lets hit that quickly:

Clinton vs Huckabee

chart-18

Yup, that newest poll may or may not prove to be an outlier, but that looks like a real trend, with Huckabee gaining a lot of ground vs Clinton over the last year, and now Huckabee takes the lead, just barely. This changes Huckabee’s expected result vs Clinton:

chart-19

Huckabee’s “expected” result where he wins all of the states he is ahead in is now to lose to Clinton by 332 to 206… losing by 126 electoral votes… which is exactly the same as Romney’s loss to Obama. Right now, looking at the five best polled candidate combinations, Bush and Paul both do better than this, with Bush losing by 98 electoral votes and Paul losing by 108. Christie on the other hand does worse, losing by 156. But what about the 5th candidate combination? This brings up the other big news of the day, namely, the debut of Clinton vs Walker in my “Top 5”.

Clinton vs Walker

The new batch of polling added today causes a big improvement for Clinton vs Walker in my metric to measure polling quality. There is plenty to quibble with on how I construct this metric, namely that it might be overly sensitive to the situation in states that are VERY close in the poll averages, and I second guess it myself all the time, but it is “good enough” for these purposes. With today’s update, Clinton vs Walker jumps past Clinton vs Cruz, Clinton vs Rubio and Clinton vs Ryan to take the #5 spot in my top five ranking.

Looking at the historical trend charts for Clinton vs Walker wouldn’t really tell us too much. At this point those don’t really show real “trends” they just show the process of slowly getting enough polling to show where Clinton vs Walker really is, rather than having the map based mostly on the average of the 1996-2012 elections. So instead lets just look at a snapshot of NOW:

chart-20 Screen Shot 2015-04-11 at 16.34.42777Screen Shot 2015-04-11 at 16.43.44900

So where does Walker start out? 332-206. Matching the Obama vs Romney result. Matching Huckabee. Not doing as well as Bush or Paul, but not as badly as Christie. At least in terms of the “Expected” result.

Now, even though Walker makes it on to the Top 5 best polled list, that doesn’t mean polling is super robust. Only two states (Iowa and Wisconsin) actually have more than the five polls I usually use in my averages, and they aren’t even close states. (Hillary is ahead by over 8% in both.) Every other state is still relying to some degree on the results in the 1996-2012 elections to provide a baseline in the absence of actual Clinton vs Walker polls. Sixteen states have at least one Clinton vs Walker poll though, and a good number of those have several polls at this point, so we have enough to start paying attention.

On Walker’s map right now there are only four “close” states: Ohio, Colorado, North Carolina and Missouri. The current “shortest path” to a Walker win is for him to win those four states, plus pull Pennsylvania, Nevada, New Mexico and Virginia over from the “Strong Clinton” category, first into contention as a close state, and then over to his side. The tipping point is Virginia, where Clinton’s lead is currently 6.6%.

6.6% seems like a pretty big lead. But the events of a long campaign can and do erase leads like that. Remember the crucial point that this far out polls are NOT predictive of the final result, instead, they essentially just show how much work the losing candidate needs to do (or how much the leading candidate needs to screw up) in order to flip the result. Another way of looking at a 6.6% lead is that 3.3% of people need to change their minds. Or the undecided need to break strongly in favor of the challenger. (My model just looks at the margin between the polling of the two candidates, and doesn’t take into account the size of the undecided pool at all.) In that context, 3.3% doesn’t seem quite as formidable.

Clinton has a strong lead here. Catching up and winning will take some hard work or good luck for Walker. But it is certainly possible. 577 days is a long time.

Note: This post is an update based on the data on my 2016 Electoral College Analysis Site. All of the charts and graphs seen here are from that site. Graphs, charts and raw data can be found there for the race nationally and in each state for every candidate combination that has been polled at the state level. In addition, comparisons of the best polled candidate combinations both nationally and each in each state are available. All charts above are clickable to go to the current version of the detail page the chart is from, which may contain more up to date information than the snapshots on this page, which were current as of the time of this post.

@ElecCollPolls tweets from 2015-04-10 (UTC)

Electoral College: Bad Polling Day for Clinton

Today’s big poll dump was from Quinnipiac, in the latest of their “Swing State Poll” series. This edition features polls from Colorado, Iowa and Virginia and is given the headline “Paul Blooms As Clinton Wilts“. That sounds pretty strong. But lets see how that headline holds up when we look at today’s updates in the context of poll averages rather than just results from one pollster, and looking beyond just the individual states with my method of classifying states.

Quinnipiac tested seven candidate combinations, but only four of those are in the “five best polled candidate combinations” by the measure I use here, so those are the ones I will talk about today. That would be Clinton vs Bush, Paul, Christie and Huckabee. (The fifth combo on the top five, Clinton vs Ryan, hasn’t been polled by anyone since February, but Cruz, Rubio and Walker, the next three by my metric, and also the others polled by Quinnipiac, still haven’t had enough polling to catch up and pass Ryan.)

So of those four, what were the actual changes in my models? There were changes for three candidate pairs. In all three cases the changes favored the Republican.

Clinton vs Bush

With today’s update, Clinton vs Bush once again becomes the “best polled” candidate combination by my metric, taking the spot from Bush vs Paul and thus becoming the default view on election2016.abulsme.com.

More importantly though, with today’s updates Clinton’s lead in the polling averages in both Colorado and Iowa dropped below 5%, putting those states back into play as “close states” that we consider possible for Bush to win. With these two back in play, Bush’s best case improves from Clinton 303 to Bush 235 before the update, to Clinton 288 to Bush 250 now, a loss by only 38 electoral votes. You can see the uptick in the top right part of the “bubble” representing the reasonable range of outcomes for Bush against Clinton given current polling:

chart-11

Clinton vs Paul

No states changed categories for Paul, despite the headline about Paul “blooming”. His average in Virginia however did improve from losing by 8.8% to only losing by 8.4%. This in turn moved his “tipping point margin”, a measure of how much polls need to move nationally to flip the electoral college, from being behind by 8.5% (with Wisconsin being the tipping point state) to being behind by 8.4% (with Virginia as the new tipping point state). This is the third tipping point change in a row in Paul’s direction. Almost starting to look like a trend.

chart-12

Clinton vs Huckabee

With the new results from Quinnipiac, Clinton’s lead against Huckabee in Iowa falls from 6.6% to 4.6%. That’s a rather big drop, and it makes Iowa once again a “possible” for Huckabee. So his best case moves from losing by 88 electoral votes, to only losing by 76 electoral vote. You can see this at the top right of his “bubble”:

chart-13

State Comparisons

Now, while Clinton does weaken in each of the three cases above, none of this really seems to justify the “Paul Blooms as Clinton Wilts” headline on the national level. But of course these polls weren’t at the national level. The headline was really specifically about the three states polled. So lets look at how each of the candidate pairs in question are doing in these three states specifically. In each one, just look at the very last change in the lines to see how this new poll result affected the averages. (All the charts in this section also include Clinton vs Ryan, but that line can be safely ignored, since Ryan wasn’t included in these polls.)

So, in order of the number of electoral votes:

chart-14

Bush, Christie and Huckabee actually fell further behind in Virginia as a result of this new polling. Paul was the only one of the four who actually improved in Virginia, reducing his deficit from 8.8% to 8.4% in my average. None of the four candidates made a move that changed the category though. Virginia is “Strong Clinton” against all four of these candidates, and this polling didn’t change that. Paul does stand out here though, by being the only one improving against Clinton.

chart-15

In Colorado all four of the candidates improve against Clinton as a result of the Quinnipiac poll. Bush actually moves into the white zone here, which as was mentioned earlier, means that the state is now a possible win for him. But this actually just brings Bush back in line with the rest of the pack. Colorado is a close state for all of these candidates.

Paul stands out in Colorado too, but not for the recent movement, but because he is the only one of these candidates who is showing that he could turn Colorado red again. (Colorado went blue for Obama in both 2012 and 2008, but was red in 2004, 2000 and 1996.) This is not new though. Paul has been consistently leading in the Colorado poll average against Clinton for over a year.

chart-16

Bush, Paul and Huckabee all improved in Iowa, with Bush and Huckabee of course moving Iowa back into competitive territory, where Paul already was. Christie fell a bit further behind.

With all of the above, the moves were definitely not friendly to Clinton on the whole, but “wilting” looks like hyperbole. And while Paul does well here, so do Bush and Huckabee, arguably with moves just as significant as Paul’s if not more so.

So where does Quinnipiac get their headline?

Well, duh, they are only looking at their own polls. They are comparing their most recent results in these three states with the results of the last time they polled these three states back in February. I’m sure if you look at things with only that lens, it looks like exactly what they say it does. But you are ignoring a lot of data if you do that.

For instance, looking at only Quinnipiac data in Iowa, you see a move from Clinton having an 8.0% lead in February, to Paul being ahead by 1% now. Huge move, right? Massive momentum away from Clinton and toward Paul, right?

Lets look at the chart showing all the Clinton vs Paul polls in Iowa, not just Quinnipiac:

chart-17

Hmmm… where did the trend go? Now, there have only been three polls so far in 2015, and it is true that each one has been better for Paul than the one before. But looking at the history of polling Clinton vs Paul in Iowa since the 2012 election, you see that the results are all over the place. There is huge scatter here. The results bounce all over the place. And so far, there has not been any sort of clear trend at all.

Yes, the new Quinnipiac poll looks great for Paul. He’s beating Clinton in Iowa! But there was a poll about a year ago that said that too. It wasn’t backed up by other polls though and wasn’t the sign of a big trend toward Paul. It was just more random variation. It wasn’t real.

Could this new poll be the first signs of a real long term movement? Maybe. Maybe not.

Kids, this is why we look at poll averages instead of individual polls.

If there is an actual big movement toward Paul, or any of the other Republican candidates, we’ll know soon enough as more and more polls start showing that movement. But no such clear trend is visible yet for any of the candidates with the most polling.

(I mentioned at the top that right now Clinton vs Cruz is the 6th best polled combo, Clinton vs Rubio is at #7, and Clinton vs Walker is at #8. You can click through on those links if you want to see what those look like at the moment. The amount of state level polling still isn’t great on those guys, so interpret the charts carefully.)

Note: This post is an update based on the data on my 2016 Electoral College Analysis Site. All of the charts and graphs seen here are from that site. Graphs, charts and raw data can be found there for the race nationally and in each state for every candidate combination that has been polled at the state level. In addition, comparisons of the best polled candidate combinations both nationally and each in each state are available. All charts above are clickable to go to the current version of the detail page the chart is from, which may contain more up to date information than the snapshots on this page, which were current as of the time of this post.

@ElecCollPolls tweets from 2015-04-03 (UTC)

  • 18:31:34 Clinton vs Perry tipping point change: Clinton by 2.4 in OH -> Clinton by 3.3 in FL http://t.co/vybbOTPW9O
  • 18:48:03 That update about Perry should have come out on March 24th when I added the last poll that included Perry. Unsure why it didn’t. Sorry!

@ElecCollPolls tweets from 2015-04-01 (UTC)

Electoral College: Four moves toward blue, one toward red

In my update today I added polling data from Quinnipiac (7 candidate combinations in Florida, Ohio and Pennsylvania), Gravis (5 candidate combinations in Nevada), and Saint Leo (5 candidate combinations in Florida). This resulted in a variety of status changes, but only a handful that meet my threshold for talking about here, which is that either the electoral college summary or the tipping point needs to change for one of the five best polled candidate pairs.

First off, there has been very little polling in Nevada thus far, but the new polling in Nevada moved both Clinton vs Paul and Clinton vs Christie from “Weak Clinton” to “Strong Clinton” as the polling average moved to a greater than 5% Clinton lead. They join Clinton vs Bush, which was already in that zone. (Clinton vs Huckabee and Ryan, the other two of the top five best polled candidate combinations, have not been polled at all in Nevada.)

So here’s what Paul’s electoral college trends look like at the moment vs Clinton:

chart-5

And here’s Christie vs Clinton:

chart-6

In both of these, you can see the slight dip at the top right of the “envelope of possibility” representing Nevada no longer being included in the “best case” for the Republican.

The moves mentioned above for Nevada are the only two cases in today’s updates where the actual electoral college summaries changed. (Well, of the top five best polled candidate combinations anyway.)

But we’ll also mention it here if there are changes to the tipping point margin. As a reminder, the tipping point margin is basically how much you would have to shift the results in ALL states in order to change the electoral college winner. Basically, it is like looking at the national popular vote, but taking into account the structure of the electoral college, so you’re looking at how much things have to move to change the electoral college outcome, not just the winner of the popular vote. (Which as 2000 showed, do not necessarily go together.)

So, those changes…

First off Clinton vs Bush. With today’s added polling and Nevada getting bluer, the tipping point moves from Clinton by 6.2% in Virginia, to Clinton by 6.8% in Minnesota.

chart-7

Then Clinton vs Huckabee. Ohio moves further toward Clinton, and the topping point shifts from Clinton by 8.0% in Virginia, to Clinton by 8.1% in Ohio.

chart-8

Finally, the one move in the directions of the Republicans today. Ohio moved in Paul’s direction with todays update… the poll average went from a 9.2% Clinton lead to a 7.6% Clinton lead, which was enough to move the tipping point from Clinton by 8.8% in Virginia to Clinton by 8.5% in Wisconsin.

chart-9

Lets look a second at the comparison of the tipping point for all five of the best polled candidate pairs:

chart-10

Since the November elections, we have Bush and Paul up while Christie and Huckabee are down. (No movement on Ryan, but there has been sparse polling on him since he said he was not running… we still have better polling on Ryan than on Cruz, Rubio or Walker though.)

So, there has been some press lately on how Clinton’s email issues have hurt her at the polls. There has also been press saying it hasn’t had any significant effect. National polls would of course register short term changes much much more quickly that the state polling I look at here, where even the best polled states only get polled a little more than once a month. It really is too soon for effects of that particular thing to show strongly in the kind of analysis I do here. Until we get to the last few months before the election, you’ll be able to see long term trends here, but not short term reactions to individual events in the news cycle. For the moment, there aren’t any strong trends here to call out. There has been movement, but not a whole lot, and it depends on which Republican you look at.

For the top five candidate pairs, the overall situation now looks like this:

Screen Shot 2015-04-01 at 07.57.54430

One comparison that I haven’t done in awhile here is looking at these numbers vs 2012. The final result in 2012 was Obama 332 to Romney 206, or Obama by 126.

So while all five Republicans here are currently well behind Clinton in the expected electoral college outcome, both Bush and Paul are doing better against Clinton than Romney did against Obama!!

So while Clinton still has a healthy lead here, we’re nowhere near landslide territory or anything like that. Remember that a 10% tipping point margin (a relatively huge lead) still means the results of the election can be flipped if just 5% of the people change their minds (or don’t turn up to vote, or whatever).

If this was a few days before the election and Clinton had these kinds of numbers, it would be foolish to bet against her winning. But it is 587 days until the election. There is a long long way to go. Polls at this stage are NOT predictive of the results at the end of the process. They are only a snapshot of what things look like TODAY, which gives you an idea how much work the candidate that is behind would have to do to win. (Or alternately, how much the candidate who is ahead can afford to screw up.)

As I mentioned in my last update there is a lot of interest in a few other candidates too. Right now Clinton vs Cruz is the 6th best polled combo, Clinton vs Rubio is at #7, and Clinton vs Walker is at #8. You can click through on those links if you want to see what those look like at the moment. But the amount of state level polling on those guys still isn’t that great (although they are catching up), so take what you see there with a big lump of salt.

Note: This post is an update based on the data on my 2016 Electoral College Analysis Site. All of the charts and graphs seen here are from that site. Graphs, charts and raw data can be found there for the race nationally and in each state for every candidate combination that has been polled at the state level. In addition, comparisons of the best polled candidate combinations both nationally and each in each state are available. All charts above are clickable to go to the current version of the detail page the chart is from, which may contain more up to date information than the snapshots on this page, which were current as of the time of this post.

@ElecCollPolls tweets from 2015-03-28 (UTC)

@ElecCollPolls tweets from 2015-03-26 (UTC)