Thursday, February 25, 2016

Trump vs. Rubio vs. Cruz In The Electoral College - Who Beats Clinton?

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As the 2016 presidential race progresses, I've given in and decided to try my hand at a bit of electoral projection. True, I'm playing in a crowded field with bigger and better players, but this is mostly for me. Plus, everyone needs a hobby.

For starters, this projection will be purely electoral college based, relying entirely on polling and nothing else, as opposed to say FiveThirtyEight, which employs a nifty "polling plus" forecast. Why not just rely on Pollster, or Real Clear Politics, you might ask? While both sites are exemplary, RCP excludes some surveys, and Pollster has yet to start projections for individual states in the general election - not to mention both sites aren't quite as up-to-date with the latest polling information as I would like them to be.

At least for now, each state's electoral college projection will be based on every state poll released in the last two months. For example, today's update would be based on polling dating back to December 25, 2015. Obviously, as the pace of general election polling picks up through the rest of the year, the projection will be based on a smaller time frame.

Since we're still nine months from the presidential race, very little general election polling has been done in most states, while other states have seen no polling at all. Regarding states that have not had any polls conducted over the last two months, the electoral college projection will be based on an average of the most recent survey conducted after Trump's June 2015 presidential announcement, and any survey conducted within one month of that most recent poll. If there has been NO polling post Trump-announcement, the electoral college projection will be based on an average of that state's 2004 and 2012 presidential election results. I've chosen 2004 and 2012 as a baseline in the absence of any polling because these two elections featured a relatively moderate-to-small win for the two political parties - the Republicans won by 2.5 nationally in 2004, while the Democrats won by 3.9 points in 2012.

Electoral college projections will be made for the three most likely GOP nominees (Trump, Rubio, and Cruz) using various shades of blue (for Democrats) and red (for Republicans), based on the Republican candidate's lead or deficit against the Democratic candidate. For example, the darker the shade of red, the stronger the Republican's lead against Hillary Clinton. The lighter the shade of blue, the smaller Hillary Clinton's advantage against the Republican candidate. For an illustration, see the map below:

Pink = GOP lead of less than five points. Light red = GOP lead of five to just-under ten points. Red = GOP lead of ten to just-under twenty points. Dark red = GOP lead of twenty points or more.
Very light blue = Democratic lead of less than five points. Light blue = Democratic lead of five to just-under ten points. Blue = Democratic lead of ten to just-under twenty points. Dark blue = Democratic lead of twenty points or more.

Now, on to the projections...starting with the strongest Republican candidate, based on current polling:



From an electoral college perspective, Florida Senator Marco Rubio is the best positioned Republican candidate remaining to win the White House. Current polling coupled with historical analysis gives Rubio the largest number of electoral college votes for a Republican since George Bush, Sr. in 1988. Rubio flips the previously blue states of Colorado, Minnesota, Iowa, Michigan, Ohio, Florida, Pennsylvania, and New Hampshire red. Those eight states alone represent 112 electoral college votes. State projections based off historical analysis due to a lack of post June 2015 polling are: AL, AR, CT, DE, HA, ID, IN, KS, LA, ME, MD, MA, MS, NE, NV, NJ, NM, ND, OK, OR, RI, SD, TN, TX, VT, and WA.



Unlike Rubio, the latest state polling puts Texas Senator Ted Cruz in danger of a 2004-style electoral rut, only this time, with the Republican losing. While Cruz is able to flip a handful of Obama 2012 states (Colorado, Minnesota, Iowa, and Ohio), it isn't enough to hit the magic mark of 270. So though it appears Ted Cruz would improve on Romney's margin from four years ago if the election were held today, he would still fall short of capturing the White House. State projections based off historical analysis due to a lack of post June 2015 polling are: AL, AR, CT, DE, HA, ID, IN, KS, LA, ME, MD, MA, MI, MS, NE, NV, NJ, NM, ND, OK, OR, RI, SD, TN, TX, UT, VT, and WA.



Of course, this brings us to the proverbial elephant in the room - Donald Trump. Contrary to poll after poll indicating Republicans believe the billionaire businessman to be the most electable candidate of the field, he's actually the least electable from an electoral college perspective, at least for now. Not only does Trump flip fewer states to the GOP column than Rubio or Cruz (only winning over Nevada, Colorado, and Ohio), he loses a couple of Romney states to Clinton (Kentucky and North Carolina). State projections based off historical analysis due to a lack of post June 2015 polling are: AL, AR, DE, HA, ID, IN, KS, ME, MD, MS, NE, NJ, NM, ND, OK, OR, RI, SD, TN, TX, VT, and WA.

Electability does not operate in a vacuum. It's fluid. So naturally, campaign developments such as a primary victory or a major debate stumble could alter these maps remarkably quick. But as it stands today, the Republican Party's third place candidate, in terms of primary popular vote and delegate count, is 1st place in terms of ability to win in November.

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