Tuesday, September 29, 2009

Rankings and Systematic Error

The ranking system in football. It is the most bizarre system in modern sports, and the most prone to inaccuracy. However, before I simply lambaste the system and try to figure out a way to exploit it, I need to consider many of the relationships that the ranking system is intertwined with.
Rankings influence the point spread. The point spread is influenced by oddsmakers and crowd perception. Team rankings are also based on past history and performance. Some of that history is so far past that a current team benefits from games played years in the past between none of the players currently involved in the most recent game.

So todays games affect the spread of games in the future between those same "teams" even though all the current players will have graduated.

Also, market size affects the spread and rankings. Bigger markets means more exposure, which means a good performance is duly rewarded.

Remember, a strong finish to the season, which some big names returning, means a high preseason ranking. A weak finish, or big names leaving, means a lower than true ranking. However, the value players in college football are typically offensive linemen, nose tackles, etc. The skill positions are less valuable, especially on offense.

Very similar situation to how points are valued in contracts in the NBA, but don't correlate perfectly with winning.

Monday, September 28, 2009

Week #5 Lines

South Florida7SYRACUSE
East Carolina2.5MARSHALL
PURDUE6.5Northwestern
MINNESOTA2.5Wisconsin
WAKE FOREST0NC State
Clemson13.5MARYLAND
NORTH CAROLINA14Virginia
Florida State5.5BOSTON COLLEGE
Central Michigan9BUFFALO
Toledo7BALL STATE
Alabama17KENTUCKY
Mississippi9.5VANDERBILT
Cincinnati26.5MIAMI OHIO
Temple4.5EASTERN MICHIGAN
ARMY6Tulane
Virginia Tech15.5DUKE
NOTRE DAME14Washington
GEORGIA2.5Lsu
Air Force NAVY
Georgia Tech4.5MISSISSIPPI STATE
Oklahoma6.5MIAMI FLORIDA
Penn State6ILLINOIS
Michigan2.5MICHIGAN STATE
NO ILLINOIS6.5Western Michigan
BOWLING GREEN2.5Ohio
NEVADA4Unlv
Colorado State4IDAHO
IOWA STATE2.5Kansas State
ARIZONA STATE5Oregon State
OREGON30.5Washington State
Kent BAYLOR
CENTRAL FLORIDA8Memphis
STANFORD6Ucla
TEXAS TECH36New Mexico
Ohio State16.5INDIANA
Tulsa13.5RICE
Arkansas2TEXAS A&M
TENNESSEE1.5Auburn
Usc6CALIFORNIA
TCU28Smu
SAN DIEGO STATE16.5New Mexico State
Houston U17UTEP
IOWA21Arkansas State
FLORIDA ATLANTIC3Wyoming
UL MONROE3Florida Intl
South Carolina State SOUTH CAROLINA
UC Davis BOISE STATE

Week #4 Recap and 49ers info

I was unable to watch the game but the aftermath is helpful. The 49ers cover the spread but lost the game on a last second play. Shaun Hill was 15-25 for 188 yards. He scored two touchdowns through the air and had a good game. So although I can't assume causality, I can definitely suppose that the factors I previously listed played a role in the 49ers performance.

Vis a vis college football, not much to report. I will do a prediction rundown.

Cal was blown out on the road, totally contrary to my pick. I believed the 'Hype" and Cal was blown out of the stadium. Terrible. That game led to my post earlier about the fallibility of pre-season rankings.

USC won 27-6, meaning this pick was a win! More importantly, it means that USC's offense is mediocre at best and the reason they will lose games. Their defense is very stout but they simply can't run up the score on opponents like they used to. Also, my analysis about them scoring somewhere in the fifties was flawed. They haven't played well offensively yet except against San Jose and have shown their offense is definitely lacking something this season.

And the Washington/Stanford pick was a success as well. Washington didn't perform well on the road against a team that they DIDN'T have the past offensive and defensive coordinators from. What a surprise!

This weeks record was 2-1-0
Total record of 4-5-0

Bringing the team to nearly .500!

Sunday, September 27, 2009

Quick NFL Thoughts

The 49ers play at the Vikings today. And I was told that Shaun Hill, the San Francisco QB, was the back up at Minnesota for three or four years. That means he will be very, very familiar with the stadium and surroundings, plus a number of the players who are still with the team. Of course, the coaching staff will be somewhat familiar with him, as well as members of the D, but I think overall the balance favors the QB over the defense. Plus, there has been a coaching change in Minnesota since he left.

And I think the 49ers are truly better than they have been, in terms of physicality and desire to win. They've already beaten last years NFC Champion and the Seahawks. So I think the spread of 7 points is too high.

Lastly, Favre has only been on the team two weeks, and didn't even spend all of training camp with the team. He simply can't know everything about the team that well.

So an official prediction is the 49ers will cover the spread.

Saturday, September 26, 2009

Week #4 Thoughts

LSU seems like a Jenga tower ready to tip over. And no one has done it yet. They almost lost to Washington State. Now they almost lost to Mississippi State. Who will finally knock them off?

Cal was demolished on the road, despite being called out for their road-woes. Terrible coaching.

Michigan has now won two games that could go either way, so I'm glad to see Rich Rodriguez getting a little bit of luck on his side.

#6 Cal and #9 Miami were beaten thoroughly. Shows the value of preseason rankings. And interesting thing to study is to figure out what goes into pre-season rankings and what determines them? Specifically, how does a coach from Purdue figure out if Cal should be ranked 9th or 19th? Or a coach from UCLA determining the relative merit of a Big 10 team versus an SEC team who played no common opponents the last five years?

Its a huge crap shoot. And unfortunately, pre-season rankings actually carry a lot of weight.

I'd also like to study how and why teams with high early season rankings lose, how they lose, and what factors (likely recurring) lead to some teams being over-hyped. As there is no repercussion for ranking a team high that loses, and I'm sure that coaches tend to over-value teams they know and under-value teams they aren't familiar with or that get little to no national media exposure.

Lastly, I'm sure there is a significant amount of "clumping" or simply coaches asking other coaches what they are ranking other teams, and simply doing the same thing. For example, a coach from Navy won't rank a team #5 in the country that someone else has unranked. Or vice versa. So there is less extremes and less desire to have independent views or to "stick ones neck out" and appear wrong and out of touch. Its better to be wrong with everyone else than be right alone. Because when the reverse happens, being wrong alone and everyone else is easily right, you look like an idiot.

This is a great post and a topic for further exploration. The concept of recurring, systematic errors in preseason rankings that are then found to be fallible later in the season, and that certain factors and consistently over-valued. And the basis for this recurring error is there is no punishment for being wrong AND a desire by each coach to have his rankings resemble those of everyone else's.

There are certain unwritten rules of how far a team drops after a close loss, a major loss, and upset, a loss to a higher ranked team, etc. Those rules are followed. I bet that those are pretty predictable, in fact. Another interesting topic. I wonder if I could make a formula to predict a teams rank the following week based on whether they won or lost, at home or on the road, and the margin of victory. Awesome topic.

And lastly, this of course would represent an investment opportunity if certain trends were discovered in the ranking system that were exploitable.

Friday, September 25, 2009

Week #4 Preview

This week in the Pac-10 there are a number of conference games. Here are a number of games that I'm previewing and predicting the outcome of a few.

We have #6 Cal at Oregon.
Cal has a good offense going against Oregon's defense. The deciding factor, I think, will be Oregon's poor offense against Cal's defense. Oregon suspended their own star running back, and their quarterback appears to be terrible. He is completing only 45% of his passes thus far this season. Cal is a 5.5 point favorite over Oregon. The extra factor in their favor is they have a reputation as a bad road team, and they know it, so they'll be putting in extra effort and focus on this road game. I'm thinking they'll beat Oregon handily.

Arizona at Oregon State.
Don't especially care about either of these two teams. So I won't write much!

Washington State at USC
This one looks like it could be terrible for Washington State. Contributing factors include USC losing its last game, it being a home game for USC, their QB Barklay is back from his shoulder injury, and Washington State losing its RB to season-ending injury. The spread is 45, but I don't know if USC will score that many points. Well, they will probably score somewhere in the fifties. The question is, will Washington State score 14 points? USC is at home so they might be able to put in some serious 3rd or 4th string players for the four quarter, thus allowing Washington State to score a late touchdown.

#24 Washington at Stanford

I don't think Washington is a very legit team. I just read that on their staff was USC's former Offensive Coordinator AND defensive Coordinator. Amazing. Thats why they beat USC. They had USC's old coaches making the play calls and reading the defense! They stopped them on 3rd down each time (0-10). Amazing.

Arizona State at Georgia.

Thursday, September 24, 2009

Week #4 Lines

Mississippi4SOUTH CAROLINA53½
NCAA Football
Friday, Sep. 25
Missouri7NEVADA60
NCAA Football
Saturday, Sep. 26
BOSTON COLLEGE1Wake Forest41½
OHIO STATE14Illinois50
NORTHWESTERNMinnesota48
MICHIGAN20Indiana55
TEMPLE3Buffalo45
WISCONSIN3Michigan State53½
CLEMSONTcu42½
RutgersMARYLAND51½
Boise St.16½BOWLING GREEN50½
TENNESSEE23½Ohio44
EAST CAROLINA10Central Florida45½
CINCINNATI17Fresno State61½
CENTRAL MICHIGAN16½Akron53
Lsu12½MISSISSIPPI STATE43
IOWA STATEArmy46
MEMPHIS3Marshall46½
TEXAS A&M14Uab63
KANSAS14Southern Miss59
AIR FORCE16½San Diego State52½
Vanderbilt7RICE47½
AUBURN33½Ball State55
UnlvWYOMING45
ALABAMA17½Arkansas57½
Florida22KENTUCKY54
GEORGIA11½Arizona State53½
CaliforniaOREGON58
FLORIDA STATE14South Florida50½
GEORGIA TECHNorth Carolina47
NO ILLINOIS17Idaho51½
BYU17Colorado State54½
NC STATE1Pittsburgh46½
STANFORDWashington51½
KENT7Miami Ohio49½
UTAH14Louisville51
Miami Florida3VIRGINIA TECH47
Notre Dame7PURDUE60
TEXAS35½Utep63
PENN STATEIowa40½
HOUSTON U0Texas Tech73½
NEW MEXICO10New Mexico State44
USC45Washington State53
OREGON STATEArizona44
FLORIDA ATLANTICUL Monroe
NEBRASKA28UL Lafayette
NAVY28Western Kentucky
ARKANSAS STATE2Troy
Middle Tenn StNORTH TEXAS
Toledo2FLORIDA INTL
Rhode Island CONNECTICUT
Tennessee Tech KANSAS STATE
Mcneese State TULANE
Grambling OKLAHOMA STATE
NC Central DUKE
Maine SYRACUSE
Northwestern State BAYLOR
Hofstra WESTERN MICHIGAN
Cal Poly SAN JOSE STATE
Southern Utah UTAH STATE