Friday, October 12, 2012

The Electoral College Map (10/12/12)

The polling releases on the day following the vice presidential candidate showdown in Danville last night were fairly light. Light or not, they continued to show if not movement toward Romney, then a narrowing of the margin between the two candidates. The truth is that it is a combination of the two.

Here are the seven new surveys from six states almost all in the middle -- most competitive -- column on the Electoral College Spectrum below.

New State Polls (10/12/12)
State
Poll
Date
Margin of Error
Sample
Obama
Romney
Undecided
Poll Margin
FHQ Margin
Colorado
10/9-10/10
+/- 4.0%
614 likely voters
45
46
5
+1
+1.76
Florida
10/8-10/11
+/- 4.0%
600 likely voters
46
49
4
+3
+0.78
Florida
10/11
+/- 4.0%
750 likely voters
47
51
2
+4
--
Michigan
10/11
+/- 4.5%
500 likely voters
52
45
1
+7
+5.71
New Hampshire
10/9-10/11
+/- 4.0%
600 likely voters
46
50
3
+4
+4.18
North Carolina
9/29-10/10
+/- 4.0%
605 registered voters
46
45
6
+1
+1.29
Virginia
10/11
+/- 4.0%
750 likely voters
47
49
3
+2
+2.66

Polling Quick Hits:
Colorado:
There have been six polls conducted in Colorado since the Denver debate, and Mitt Romney has led in four of them. In three of those surveys the lead has been only one point. That is the case in this Survey USA poll as well. And that has a lot to do with the type of change witnessed in the Centennial state. The gap is drawing closer, but continual Romney +1s are going to make that change slow in coming about in the FHQ weighted averages.

Florida:
The picture is slightly different in the Sunshine state. FHQ mentioned yesterday that Colorado in some respects looks now an awful lot like Florida did before the debate. There were some blips on the radar, but most of the polls were +1 in one direction or another. Florida has, like most states, slid a bit to the right -- toward Romney -- in the time since that first debate, so that now instead of Obama and Romney trading slight leads from poll to poll, Romney has a pretty consistent one to three/four point lead. If that persists, we'll be talking about when Romney has the lead in the FHQ averages in Florida not if.

Michigan:
The Great Lakes state, too, has seen the polling margins shrink post-debate. But that probably is not in a way that is going to allow Romney to take advantage; at least not in terms of winning Michigan's 16 electoral votes. Michigan seems like a state where Romney can perhaps force the Obama campaign to use some resources -- which is certainly strategically useful -- but will continue to be just out of reach on election day. FHQ could be wrong, but Michigan has been, for the most part, a Lean Obama state all along, but one that hovers close enough to the toss up line to warrant attention.

New Hampshire:
New Hampshire continues to be underpolled for as close as it has been or if not for as close as it has been then considering the company of states it has clustered around in the rank ordering of states here at FHQ. We have just two post-debate polls from the Granite state and they both indicate a close race. Unlike the Rasmussen survey -- which saw a three point Romney lead turn into a tie after the first debate -- the ARG poll shows a decided shift toward the former Massachusetts governor. A 50-45 Obama advantage has now almost completely turned in the opposite direction (50-46, Romney). But that still is not a lot in the way of data in the Granite state. It is some, but not a lot to build confidence in the true measure of the state of play there right now.

North Carolina:
Context matters in the latest offering from High Point in the Tarheel state. The survey was in the field for almost two weeks and at least four of those days were prior to the first debate. North Carolina is close and Obama has held the occasional lead in there, but it has been in Romney's column consistently and the days of Obama advantages in the polls there seem to have slipped away for good now. Then again, perhaps that is wishful thinking considering FHQ has been saying that -- here, in state -- for quite a while now. [Note to self: Follow the data; don't make predictions.]

Virginia:
Virginia, like Colorado and Florida, is one of those red on one side, blue on the other states in the poll table above. There have been six polls released from the commonwealth since the debate, and like Colorado, four of those six have tipped toward Romney. And half of those four have been one point leads for the governor. There is more (and clearer) evidence of a shift in Virginia than in, say, New Hampshire, but the change is slow in the averages given the extent of the margins. Poll-over-poll, this Rasmussen survey shows Obama losing a point since last week and Romney holding steady. That is hardly anything outside of the "it's just statistical noise" argument. But again, this is a state where, if the data persists, it will track closer and closer to parity and/or a slight Romney advantage.


None of the seven survey releases today did much of anything to change the FHQ graphics, but the trajectory of underlying change continues. The race is tightening and the space between states and/or various groups of states that had developed prior to the first debate is disappearing as the FHQ weighted average margins compress.

As the race moves closer to election day, one thing to eye is the extent to which daily polls differ from the FHQ averages. There is, for instance, a lot of red versus blue on several of those lines in the poll table at the top. This comes back to an issue that I have raised in the past: the trade-off between measuring a true change in any given state and (over-)responsiveness to new polling data. It is pretty clear that Mitt Romney has gained quite a bit of ground in Virginia-Florida group of states in the Electoral College Spectrum below. And by gained quite a bit of ground, I mean that in some cases -- on other sites that do similar poll aggregating -- those states have tipped over into Romney's column. Again, FHQ enjoys its conservative posture on this issue; when a change occurs here, it is evidence of a lasting change. But at the same time, I'm sympathetic to the argument that, "Hey, this just isn't that responsive to changes on the ground in this race." It is a fair criticism.

One thing that we did in 2008 -- that I've toyed with doing in this race -- is to increase the weight of the most recent poll (or polls sharing the same dates) as a means of making the averages slightly more responsive. [It should be noted that in the past I have discussed this formula alteration in terms of decreasing the weight on the older polls. No matter how I discuss it, the same thing is being done. A change in older polls' weighting is always relative to the more recent poll(s) and vice versa.] Fine, let's check in on what this more responsive weighting formula would look like. The premise is simple: double the weight of the more/most recent poll(s) relative to the older, archived survey data. How does that affect those three states (Colorado, Florida and Virginia) where there is probably enough evidence to suggest a possible change in which candidate is leading there.

  • Things change only minimally in Colorado. A 1.76 point Obama advantage shrinks by only 0.1 points. 
  • In Florida, Obama would continue to lead, but would have a nearly 0.8 point edge reduced by 0.2. Again, only slightly more responsive.
  • For the Old Dominion, the Obama lead is cut by a margin in the neighborhood of 0.15 points.

That compresses things more, retains the current ordering of those three states, but fails to push any of the three over into the Romney column. I don't know if that's right or not, but I did want to give folks a bit of a glimpse into what the averages would look like in a handful of competitive states right now if the formula was changed. And mind you, this was a formula switch that I wanted to have in place just prior to debate season, but held off on. Let's see where things go through the rest of debate season -- as is -- and then if it is necessary to adopt the slightly more responsive formula following debate season, then that change will be made then.

--
Perhaps you can tell that FHQ felt like it had a bit more space to flesh the above out; more space than usual anyway. That is a function of the complete lack of change these polls introduced today. The averages got tighter, but the map and electoral vote tally remained unchanged as did the Electoral College Spectrum below.

The Electoral College Spectrum1
VT-3
(6)2
WA-12
(158)
NV-6
(257)
AZ-11
(167)
MS-6
(58)
HI-4
(10)
NJ-14
(172)
OH-183
(275/281)
MT-3
(156)
KY-8
(52)
RI-4
(14)
CT-7
(179)
IA-6
(281/263)
IN-11
(153)
AL-9
(44)
NY-29
(43)
NM-5
(184)
VA-13
(294/257)
GA-16
(142)
KS-6
(35)
MD-10
(53)
MN-10
(194)
CO-9
(303/244)
SC-9
(126)
AR-6
(29)
MA-11
(64)
OR-7
(201)
FL-29
(332/235)
NE-5
(117)
AK-3
(23)
IL-20
(84)
PA-20
(221)
NC-15
(206)
ND-3
(112)
OK-7
(20)
CA-55
(139)
MI-16
(237)
SD-3
(191)
TX-38
(109)
ID-4
(13)
DE-3
(142)
WI-10
(247)
MO-10
(188)
WV-5
(71)
WY-3
(9)
ME-4
(146)
NH-4
(251)
TN-11
(178)
LA-8
(66)
UT-6
(6)
1 Follow the link for a detailed explanation on how to read the Electoral College Spectrum.

2 The numbers in the parentheses refer to the number of electoral votes a candidate would have if he won all the states ranked prior to that state. If, for example, Romney won all the states up to and including Ohio (all Obama's toss up states plus Ohio), he would have 281 electoral votes. Romney's numbers are only totaled through the states he would need in order to get to 270. In those cases, Obama's number is on the left and Romney's is on the right in italics.

3 Ohio
 is the state where Obama crosses the 270 electoral vote threshold to win the presidential election. That line is referred to as the victory line.

And guess what? The same is true on the Watch List. The same seven states from yesterday are here again today and Florida, Nevada, New Hampshire and Ohio are still the four on there that are most worth eyeing moving forward.

The Watch List1
State
Switch
Florida
from Toss Up Obama
to Toss Up Romney
Indiana
from Strong Romney
to Lean Romney
Minnesota
from Strong Obama
to Lean Obama
Montana
from Strong Romney
to Lean Romney
Nevada
from Toss Up Obama
to Lean Obama
New Hampshire
from Lean Obama
to Toss Up Obama
Ohio
from Toss Up Obama
to Lean Obama
1 The Watch list shows those states in the FHQ Weighted Average within a fraction of a point of changing categories. The List is not a trend analysis. It indicates which states are straddling the line between categories and which states are most likely to shift given the introduction of new polling data. Montana, for example, is close to being a Lean Romney state, but the trajectory of the polling there has been moving the state away from that lean distinction.

Please see:


Thursday, October 11, 2012

The Electoral College Map (10/11/12)

On VP debate day there was a flood of new polling; 17 polls in 12 states. Firms were seemingly trying to get in under the wire to set pre-debate baselines for comparison. Nevermind that the list of impactful vice presidential debates is, well, limited. Regardless, this was another good Romney polling day with a few within-range but comparatively rosy datapoints for Obama, post-debate.

New State Polls (10/11/12)
State
Poll
Date
Margin of Error
Sample
Obama
Romney
Undecided
Poll Margin
FHQ Margin
California
10/7-10/9
+/- 4.3%
539 likely voters
53
39
4
+14
+18.78
Colorado
10/4-10/9
+/- 3.0%
1254 likely voters
47
48
2
+1
+1.87
Florida
10/7-10/9
+/- 3.1%
1272 likely voters
48
47
4
+1
+0.98
Florida
10/8-10/10
+/- 3.5%
800 likely voters
44
51
4
+7
--
Massachusetts
10/9-10/11
+/- 3.0%
1051 likely voters
55
41
4
+14
+20.41
Michigan
10/5-10/8
+/- 3.2%
1122 likely voters
46.0
44.4
9.5
+1.6
+5.66
Michigan
10/6-10/8
+/- 4.0%
600 likely voters
49.0
42.3
8.7
+6.7
--
Nevada
10/6-10/9
+/- 4.4%
500 likely voters
47
45
6
+2
+3.99
New Jersey
10/4-10/8
+/- 4.0%
604 likely voters
51
40
10
+11
+13.00
North Carolina
10/9
+/- 4.5%
500 likely voters
48
51
1
+3
+1.37
Ohio
10/7-10/9
+/- 3.1%
994 likely voters
51
45
4
+6
+3.42
Ohio
10/6-10/10
+/- 2.7%
1313 likely voters
45.1
45.9
9.0
+0.8
--
Ohio
10/10
+/- 4.0%
750 likely voters
48
47
3
+1
--
Pennsylvania
10/4-10/8
+/- 4.0%
600 likely voters
50
42
8
+8
+6.82
Virginia
10/4-10/9
+/- 3.0%
1288 likely voters
51
46
3
+5
+2.80
Virginia
10/7-10/9
+/- 3.1%
981 likely voters
47
48
4
+1
--
Wisconsin
10/4-10/9
+/- 3.0%
1327 likely voters
50
47
3
+3
+5.07

Polling Quick Hits:
California:
Much has been and will be made of the drop in the margin in this latest Survey USA poll of the Golden state relative to the one in September. The others and undecideds were stable and Romney's share of support was +4 to Obama's decline of an equivalent four points. Of course, context matters. First, California is not a Romney flip opportunity. Secondly, and perhaps more to the point, that September poll was right after the Democratic convention and this one was right after the first debate. In other words, both results may be a bit overinflated to the extremes. The true measure of the state of play in California seems to be somewhere in the middle; right where the FHQ weighted average margin has things there.

Colorado:
The series of Quinnipiac polls released today represent a bit of a mixed bag of results for both candidates. Two of the three seem right on target -- and in Romney's direction, mind you -- and Colorado is one of those two. The Centennial state continues to be light blue, but the average is tracking steadily in Romney's direction toward a position on the Watch List to switch over to the Toss Up Romney category. Though the average in Colorado has drawn closer post-debate at a rate that is or has been quicker than in Florida, the range of polling there is starting to look like Florida's did before the debate: some one point leads in either direction with the occasional polling advantage stretching out to as much as four points.

Florida:
Speaking of Florida, the two polls out of the Sunshine state today gave differing views of the race. The Marist polls across the board were a pretty good series of surveys for the president, but in the poll-over-poll comparison to the last Marist poll, not much has changed. Obama still leads narrowly. But in contrast with the Mason-Dixon poll, that poll -- or the lack of movement -- looks perhaps a little off. But, then, again, a Romney +7 is also a bit much considering the consistency of close polling in the Sunshine state throughout the year. FHQ's rule of thumb on a poll of this nature is to ask about the last time a state ended up supporting one party's candidate by such a margin in any recent general election. Bush was +5 in 2004 and Clinton was +6 in 1996, so a +7 is not out of the realm of possibility. What is, though, is the notion that Florida would produce that much of a margin one way or the other if the national race was as close as indications are that it will be on November 6. Stated differently, if Florida is +7 on election day, Romney will be doing pretty well across the board in the states defined as toss ups as of now.

Massachusetts:
Meh, a +/-2 since the last PPP survey in the Bay state in September. I feel like Ferris Bueller after the credits have rolled. "It's over. Go home." The data is fabulous and we can thank a competitive senate race for it, but none of it has changed the fact that Massachusetts is a Strong Obama state.

Michigan:
The post-debate data is still coming in in Michigan (and elsewhere), and not surprisingly, things have shifted toward Romney. But the two polls released today offer differing pictures of the extent to which things have swung back to the Republican nominee. Whereas Michigan was a pretty solid Lean Obama state, it has now shifted into an area on the line between the Lean and Toss Up categories. And if you split the difference between the Gravis and Glengariff polls, that's what you get: Obama +4.15. That seems about right: worth Romney pursuing if only to get Obama to spend resources there, but probably [probably] out of the governor's reach.

Nevada:
Changes (October 11)
StateBeforeAfter
NevadaLean ObamaToss Up Obama
The Silver state used to be in a four way cluster of states that included New Hampshire, Michigan and Wisconsin. But post-debate, that picture is a bit different. Yes, the averages overall have compressed, but have done so in different ways. New Hampshire and Nevada have closed more in the polls following the debate than have the two upper midwestern states. The order remains the same, but there is stronger evidence that New Hampshire and Nevada are closer to tied/toss ups than Wisconsin and Michigan in that order. We have dealt with Michigan and we'll get to Wisconsin shortly. Nevada, in the meantime, has slipped into the Toss Up Obama category. And recall that that is saying something. The state moved into the lean category based on the shift in category thresholds prior to the debate and has now moved enough to come back into the new -- lower threshold -- toss up category.

New Jersey:
There isn't really a whole lot to say here. Since the last Philadelphia Inquirer survey, Obama's share of support has held steady while Mitt Romney has gained four points. Both data points hover around where FHQ has the race charted in the Garden state: in the low double digits in the president's direction.

North Carolina:
Rasmussen has over the last week seen little movement, poll-over-poll, in the Tarheel state following the debate. Romney has held steady at a 51% share of support while Obama gained a point. In a strange way this jibes quite well with how North Carolina has been all along: close, tipped toward Romney, but resilient to most external shocks and notions of a uniform national swing from 2008 to now. The battle lines seem to be pretty baked in here in North Carolina.

Ohio:
The trio of polls out of the Buckeye state run the gamut. On the one hand you have a couple of polls indicating a close race with each candidate claiming a lead. On the other, you have a Marist poll showing something akin to an Obama firewall in Ohio. Compared to the other two Marist polls, the margin may be off in Ohio, but the order seems right; that Ohio is on the Obama side of both Florida and Virginia. [Furthermore, that Virginia and Florida are flipped in order relative to where they are on the Spectrum below is more a function of how the margins in each have compressed than any clear indication that Virginia is closer than Florida.] The margin in the Buckeye state is drawing closer, but there is still some scant evidence -- noise perhaps -- that Ohio is still a push to Obama. But the numbers don't lie. There have been eight post-debate polls of the state and six of them have been within a point.

Pennsylvania:
See New Jersey. Stable is the word regarding the poll-over-poll comparison of these Philadelphia Inquirer surveys of Pennsylvania as well. Obama's lead is not as great in Pennsylvania as it is in New Jersey, but it is consistent across these polls though there has been some closing in other polls of the Keystone state following the October 3 debate in Denver.

Virginia:
The across firm comparison of the Q poll and the Marist survey may not be the best approach here. They contradict each other. The Marist polls have shown a closer race in Virginia all along and indicate a small shift toward Romney in the time since the debate. The Q poll also showed a small move, but it was toward the president; a one point change since September. Again, like with Michigan, if you split the difference between the two polls, you end up in the "right" space (...at least as FHQ has it quantified). The average is Obama +2 and the FHQ average margin sits at 2.8 right now.

Wisconsin:
There is some evidence of Romney shift in the Badger state, but we may not have a true sense of that change given the information we are privy to at the moment. The firms that have weighed in following the debates were all firms that had modest Obama leads in their pre-debate polls. The outlets that showed Wisconsin as a double digit Obama advantage have been quiet on this side of the debate. If they close substantially, bringing things in line with where the other pollsters have the race, then perhaps Wisconsin has closed within range of Romney/Ryan flipping the VP nominee's home state. Otherwise the change may level out some as more data from the other polling firms becomes available.


We continue to get more and more data daily, and with it changes to the averages, but those changes have not been reflected on the map or the Electoral College Spectrum. The electoral vote tally is still unchanged, but importantly, Nevada has slid back into the toss up category and New Hampshire/Wisconsin may not be too far behind.

Again, the FHQ formula is conservative. Changes only show up when there is a lot of evidence -- too much? -- to suggest that a state has in fact moved. But therein lies the power of the formula. While it may miss out on minor, daily tweaks to the numbers, when changes do occur they are meaningful alterations. To this point, even though there has been a shift in Mitt Romney's direction following the first debate, Obama continues to maintain leads -- shrinking ones -- in all of the toss up states but one, North Carolina. The degree to which that persists as this race approaches election day given events on the campaign trail is the story right now.

The Electoral College Spectrum1
VT-3
(6)2
WA-12
(158)
NV-6
(257)
AZ-11
(167)
MS-6
(58)
HI-4
(10)
NJ-14
(172)
OH-183
(275/281)
MT-3
(156)
KY-8
(52)
RI-4
(14)
CT-7
(179)
IA-6
(281/263)
IN-11
(153)
AL-9
(44)
NY-29
(43)
NM-5
(184)
VA-13
(294/257)
GA-16
(142)
KS-6
(35)
MD-10
(53)
MN-10
(194)
CO-9
(303/244)
SC-9
(126)
AR-6
(29)
MA-11
(64)
OR-7
(201)
FL-29
(332/235)
NE-5
(117)
AK-3
(23)
IL-20
(84)
PA-20
(221)
NC-15
(206)
ND-3
(112)
OK-7
(20)
CA-55
(139)
MI-16
(237)
SD-3
(191)
TX-38
(109)
ID-4
(13)
DE-3
(142)
WI-10
(247)
MO-10
(188)
WV-5
(71)
WY-3
(9)
ME-4
(146)
NH-4
(251)
TN-11
(178)
LA-8
(66)
UT-6
(6)
1 Follow the link for a detailed explanation on how to read the Electoral College Spectrum.

2 The numbers in the parentheses refer to the number of electoral votes a candidate would have if he won all the states ranked prior to that state. If, for example, Romney won all the states up to and including Ohio (all Obama's toss up states plus Ohio), he would have 281 electoral votes. Romney's numbers are only totaled through the states he would need in order to get to 270. In those cases, Obama's number is on the left and Romney's is on the right in italics.

3 Ohio
 is the state where Obama crosses the 270 electoral vote threshold to win the presidential election. That line is referred to as the victory line.

Of the states on the outside (of change) looking in, Colorado is probably one worth keeping an eye on. Otherwise, the Watch List below is the group of states most worth looking for new information on. Florida joins that list today after a small but surprising absence following the conventions. The Sunshine state along with the trio at the bottom of the list are the states of most consequence right now.


The Watch List1
State
Switch
Florida
from Toss Up Obama
to Toss Up Romney
Indiana
from Strong Romney
to Lean Romney
Minnesota
from Strong Obama
to Lean Obama
Montana
from Strong Romney
to Lean Romney
Nevada
from Toss Up Obama
to Lean Obama
New Hampshire
from Lean Obama
to Toss Up Obama
Ohio
from Toss Up Obama
to Lean Obama
1 The Watch list shows those states in the FHQ Weighted Average within a fraction of a point of changing categories. The List is not a trend analysis. It indicates which states are straddling the line between categories and which states are most likely to shift given the introduction of new polling data. Montana, for example, is close to being a Lean Romney state, but the trajectory of the polling there has been moving the state away from that lean distinction.

Please see:


2012 Debates: Vice Presidential Debate Open Thread

Tonight's vice presidential debate kicks off at 9pm (EST) from Centre College in Danville, KY. The format will be similar to last week's first presidential debate and will be hosted by ABC's Martha Raddatz. It really isn't any mystery as to what to look for tonight. The vice presidential nominees are typically more willing/freer to take the gloves off and play the attack dog role (...unless we're talking about the 2000 Cheney-Lieberman tilt). We'll see if Vice President Biden and Congressman Ryan follow suit tonight.

The same rules apply as last week. Feel free to weigh in with comments and other observations in comments section. I'll pop over periodically respond, but I'll be most active on Twitter (@FHQ). Feel free to follow along there using the hashtag #fhqvpdebate.




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