Most Dems improve against Trump while Buttigieg weakens

Since the last update, there have been new polls in Kentucky, Wisconsin, Michigan, Pennsylvania, Florida (x2), and North Carolina.

With this update, Buttigieg vs. Trump has now replaced Harris vs. Trump in the "five best-polled candidate combinations" that I'll spend time on in these posts. The new list is Biden, Warren, Buttigieg, Sanders, and O'Rourke all paired against Trump.

With this latest batch of polls, we have the following changes:

National:

  • Trump best case vs. Warren has changed: Warren 214 to Trump 324 -> Warren 204 to Trump 334
  • Warren vs. Trump tipping point change: Trump by 0.1% in VA -> Warren by 0.5% in FL
  • Warren vs. Trump expected case change: Warren 266 to Trump 272 -> Warren 295 to Trump 243
  • Buttigieg vs. Trump tipping point change: Buttigieg by 1.1% in IA -> Buttigieg by 0.6% in PA
  • Sanders vs. Trump tipping point change: Sanders by 1% in IA -> Sanders by 1.3% in FL
  • Sanders vs. Trump expected case change: Sanders 272 to Trump 266 -> Sanders 301 to Trump 237
  • O'Rourke vs. Trump tipping point change: Trump by 0.5% in FL -> Trump by 0.3% in FL

Wisconsin:

  • Warren vs. Trump state category change: WI has moved from Strong Warren to Weak Warren

Florida:

  • Sanders vs. Trump state category change: FL has moved from Weak Trump to Weak Sanders
  • Warren vs. Trump state category change: FL has moved from Weak Trump to Weak Warren

OK, now on to the graphs… national first:

In the expected case, Warren and Sanders improve.

Notably, Warren moves from losing to winning with this update.

Biden continues to do the best of the five Democrats, while O'Rourke does worst.

In the tipping point Warren, Sanders, and O'Rourke improve, while Buttigieg weakens.

Once again, you can see Warren crossing the center line to the winning side of the field.

And once again Biden does best, while O'Rourke does worst.

Now let's look at all of the states that had new polls in this batch:

In Florida, O'Rourke and Buttigieg are losing to Trump. Biden, Warren, and Sanders are beating him. As usual, Biden is doing better than the other Democrats. But every single matchup here is close. As usual, Florida is a battleground state.

Biden has a healthy lead in Pennsylvania. O'Rourke is behind Trump. All the rest of these five Democrats are in the lead over Trump, but they have narrow edges.

In Michigan, Biden is doing best. Warren is doing worst. Strong leads for Biden, Sanders, and Buttigieg. Warren and O'Rourke ahead by narrower margins. But all five leading Trump.

Biden is the only Democrat leading Trump in North Carolina. But all five would make it a close race. North Carolina is definitely in play at the moment.

In Wisconsin, Biden is doing best, O'Rourke is doing worst. Biden and Sanders have strong leads. Buttigieg, Warren, and O'Rourke are only weakly ahead. But all five lead Trump.

Kentucky is very very solidly red. With the very first Kentucky poll of the cycle, it looks like it may be even redder this time around than the average of the last five elections.

OK, finally, the odds based view of the national race. I haven't managed to make this view live on the site with graphs and all yet, but I'll at least provide updates here.

Democrat Dem Odds Trump Odds Tie Odds
Biden 99.4% 0.4% 0.1%
Sanders 86.0% 13.2% 0.8%
Buttigieg 65.5% 33.2% 1.2%
Warren 53.2% 44.9% 1.9%
O'Rourke 50.5% 47.8% 1.7%

For those missing Harris, since she dropped off my top five, she's now at a 62.3% chance of winning.

It remains striking what a vast range there is between Biden on the one end of this spectrum and O'Rourke on the other.

As always, the caveat that things can and will change, but if the election was today, Biden looks about as close to a sure thing as you can get (much stronger than the median odds based view Clinton had, which was at about 86% on election day), while meanwhile, O'Rourke looks like a coin toss.

If this is primarily due to name recognition and the main deciding factor for voters is simply Trump vs. non-Trump, you should see the divergence between various Democrats reduce over the next few months as people get to know some of the lesser-known Democrats.

If on the other hand, these kinds of differences persist as we get closer to the Iowa caucuses, then there are lots of people out there where the choice of Democrat does indeed influence them on their final vote. In this case, "electability" becomes a valid criterion for Democrats to consider when making their choices in the primaries and caucuses.

3.1 days until the first Democratic debate.

499.1 days until polls start to close on Election Day 2020.

For more information:

This post is an update based on the data on the Election Graphs Electoral College 2020 page. Election Graphs tracks a poll-based estimate of the Electoral College. The charts, graphs, and maps in the post above are all as of the time of this post. Click through on any image to go to a page with the current interactive versions of that chart, along with additional details.

Follow @ElectionGraphs on Twitter or Election Graphs on Facebook to see announcements of updates. For those interested in individual poll updates, follow @ElecCollPolls on Twitter for all the polls as I add them. If you find the information in these posts informative or useful, please consider visiting the donation page.

Trump Internal Polls All Good News For Biden

Since the last update, there have been polls in North Carolina, New York, Michigan, Pennsylvania, Wisconsin, Florida, Texas, Virginia, Maine (All), Minnesota, Iowa, Ohio, and Georgia.

Now, most (but not all) of these are internal Trump campaign polls that were leaked and reported on by first ABC and then NBC. The full internal polling reportedly included 17 states and matchups against multiple Democrats, but the leaks so far only include Biden versus Trump results in 12 of them. Because this is a leak of internal polls and not "regular polls," I tweeted a series of notes on these polls, that I will repeat here:

  • 1st: Some aggregators automatically exclude internal polling because of potential selective release bias, etc. I default to including as much as possible. So they are reflected on Election Graphs.
  • 2nd: I'm going with ABC on the field dates, not NBC. ABC reports March 15th to March 28th, which is precisely two weeks. NBC reports March 13th to March 28th, which includes two extra days. These almost certainly are the same batch of polls though.
  • 3rd: ABC and NBC differ slightly on their reports of the results in Pennsylvania, Wisconsin, and Florida. In these cases, I will include both, but weighted as half polls, just as I do when a pollster reports results in multiple ways (with & without 3rd parties, registered vs. likely voters, etc.)
  • 4th: For some states this leak only includes margins. Election Graphs only uses margin in calculations, but it displays & reports candidate results too. For the instances where we only have leaked margins, I will log the polls such that Trump-Biden=Margin and Trump+Biden=100%.
  • 5th: If a range of possible margins is reported rather than a specific margin, I will log these as the center of that range.
  • 6th: If more detailed leaks become available, I will adjust how these polls are recorded to reflect any new information.

With those caveats, here are the status changes that occurred as a result of this batch of polls. After that, we'll start looking at the graphs.

All of these changes are for the Biden versus Trump matchup.

State Level:

  • Florida (29 EV) has moved from Weak Trump to Weak Biden
  • Virginia (13 EV) has moved from Weak Trump to Weak Biden

National Level:

  • Expected case change: Biden 299 to Trump 239 -> Biden 341 to Trump 197
  • Tipping point moves from Biden by 1.9% in NC to Biden by 3.4% in ME-CD2.

We'll look nationally first, then the states that changed categories, then a brief look at the locations that did not. Finally, I'll report on what all this does to the Monte Carlo simulation of the national race.

Keep in mind that all of the leaked internal polls were in the field back in March, so they are older data, and will change not just the end of the lines in the charts, but the shape of those lines over March, April, May, and June.

Rather than going graph by graph, here is the whole summary block from the Biden versus Trump page. The two charts on the right show a clear trend toward Biden.

Now, we are still at the stage where most states don't have five polls yet, so we are filling in data based on previous general election results when constructing state averages. So it is crucial to note that this "movement" is mostly not representing changes in public opinion yet, but rather is reflecting the increasing knowledge over time of what Biden vs. Trump looks like specifically, rather than a generic Democrat vs. Republican based on the average historical results from 2000 to 2016.

So the trend may not represent people flocking to Biden over the last few months, but instead, it shows that the more polls we get in more states, the stronger Trump looks against Trump.

Also important to note that while the "expected case" now has Biden winning by 144 electoral votes, a month before the 2016 election, the "expected case" was a 154 electoral vote win for Clinton. By election day that had slipped to only an eight electoral vote lead. And of course, Trump won by 77 electoral votes. The "expected case" can move very quickly, and does not give the whole picture anyway.

Similarly, the tipping point is now a 3.4% Biden lead, while less than two weeks before the election, Clinton had a 5.4% tipping point lead. That evaporated to 1.6% in the last two weeks, and the actual tipping point in the election was an 0.8% Trump margin.

So Biden looks formidable, but Clinton looked even stronger at times.

Also, things can move very quickly even in two weeks, let alone 506 days.

We have a long way to go.

OK, now the two states that changed categories in this update:

Including the two slightly different versions of the Trump internals leak as one averaged result, there have only been three Biden vs. Trump polls in Florida so far. And they cover a vast range. The average (including 2016 and 2008 to round things out) is a 1.0% Biden lead.

This lead translates into about a 55.6% chance of a Biden win, and a 44.4% chance of a Trump win.

As usual, Florida is a swing state.

The Trump internals leak is the very first 2020 polling for Virginia. From 2000-2016, there had been 3 Democratic wins, and 2 Republican wins. The average had been a very narrow 0.1% Republican lean for Virginia.

With this new poll, the 8.0% margin Republican win from 2000 slips off the average and a 17.0% lead for Biden enters. That's quite a swing! As a result, the current poll average moves to a 4.9% Biden lead, which translates into a 90.9% chance of winning the state.

And now, quickly, the other states with Biden vs. Trump polls in this update that did not change category:

Trump leads in Texas by only 1.0%, which translates into a 66.4% chance of victory if the election was today. Trump is still a favorite in Texas, but that this is even a question is striking in and of itself.

Biden leads by 8.5% in Pennsylvania. That would be a 99.1% chance of winning. (If the election was held today, which of course it is not.)

Biden leads by 0.9% in Ohio. 55.3% chance of winning the state.

The Trump internal poll was the first Biden vs. Trump polling for Georgia. It shows Biden with a significant lead, but given the historical Republican wins in Georgia, it will take a few more polls showing a Biden lead before the average goes there. For now, the average sits at a 5.8% Trump lead, which is a 98.1% chance of a Trump victory.

Biden leads by 7.1% in Michigan. 98.8% chance of winning.

Biden leads by 1.9% in North Carolina. 67.0% chance of winning.

The internal Trump poll is the first Biden vs. Trump polling in Minnesota. Biden is now leading by 7.4%, which would be a 99.1% chance of winning.

Biden leads by 7.5% in Wisconsin. 98.3% chance of winning.

Iowa is currently the closest state in the Biden vs. Trump spectrum of Election Graphs averages, with Trump squeaking out an 0.1% lead, which translates into a 55.1% chance of a Trump win.

The Trump internal polling was the very first polling on Maine. Biden is looking stronger than the historical average for Maine general elections. Biden is leading by 11.9%, which translates into a 100.0% chance of winning the state.

There were also polling results in New York (from Spry, not Trump's internal polling), but only for Gillibrand and de Blasio, who aren't in our "top five matchups against Trump" list that I discuss here on the blog. It was also heavily blue New York, and the results were unsurprising.

So finally, an updated look at how where the Monte Carlo simulation puts the Trump vs. Biden race after this update. As usual:

  • This simulation is "if the election was held today," which it is not.
  • The model uses the past accuracy of the final Election Graphs averages in the 2008-2016 elections to estimate poll-average reliability in 2020. It is always possible that polling accuracy in 2020 will differ in important ways from previous election cycles.
  • We still have very sparse polling, and many states have averages that are based in whole or in part on election results from 2000 to 2016 rather than actual 2020 polls.

OK. With that out of the way, a Monte Carlo simulation with 1,000,001 trial election runs:

  • Median result: Biden by 110
  • 1𝜎 (68.3%) range: Biden by 168 to Biden by 56
  • 2𝜎 (95.4%) range: Biden by 220 to Biden by 12
  • 3𝜎 (99.7%) range: Biden by 254 to Trump by 24

Expressing the results as win odds instead:

  • Biden win: 99.1%
  • Trump win: 0.7%
  • 269-269 tie: 0.2%

Ouch, this last set of polls, mostly the Trump internal points, really hurt for Trump. That 0.7% chance of a Trump win is down significantly from the 6.2% in the last update.

Should I repeat the caveats? The results above may look good for Biden, but it is still a long time until the election, and things will change.

Actually, they already have.

Because I had other things to do, it took me a couple of days to get this blog post done, and in the meantime, there have been new polls in five states. I'll be updating the site with the new data shortly, and will be back with another blog post if there are notable changes to mention.

503.9 days until polls start to close.

For more information:

This post is an update based on the data on the Election Graphs Electoral College 2020 page. Election Graphs tracks a poll-based estimate of the Electoral College. The charts, graphs, and maps in the post above are all as of the time of this post. Click through on any image to go to a page with the current interactive versions of that chart, along with additional details.

Follow @ElectionGraphs on Twitter or Election Graphs on Facebook to see announcements of updates. For those interested in individual poll updates, follow @ElecCollPolls on Twitter for all the polls as I add them. If you find the information in these posts informative or useful, please consider visiting the donation page.

Biden makes NC blue, mixed changes in MI, and what about TX?

Not counting the post about new features, there have been new polls in Florida, North Carolina, Michigan, and Texas since the last update.

For the five best-polled candidate pairs (Biden, Sanders, O'Rourke, Warren, and Harris versus Trump), there were only Election Graph status changes in North Carolina and Michigan. We'll summarize them up top, then start looking at specific graphs for more detail.

North Carolina:

  • Biden vs. Trump:
    • State category change: NC has moved from Weak Trump to Weak Biden
    • Expected case change: Biden 284 to Trump 254 -> Biden 299 to Trump 239
    • Tipping point change: Biden by 0.3% in OH -> Biden by 1.9% in NC

Michigan

  • Sanders vs. Trump:
    • State category change: MI has moved from Weak Sanders to Strong Sanders
    • Trump best case vs. Sanders has changed: Sanders 214 to Trump 324 -> Sanders 230 to Trump 308
  • Warren vs. Trump:
    • State category change: MI has moved from Strong Warren to Weak Warren
    • Trump best case vs. Warren has changed: Warren 230 to Trump 308 -> Warren 214 to Trump 324
  • Harris vs. Trump:
    • State category change: MI has moved from Strong Harris to Weak Harris
    • Trump best case vs. Harris has changed: Harris 216 to Trump 322 -> Harris 200 to Trump 338

Let's look first at Biden in North Carolina:

The election graphs average now contains 4 actual 2020 polls, plus the 2016 election results. Of the four actual Biden vs. Trump polls, three show Biden leading. Together this pulls the average back to the blue side of the fence. (It was there before for a bit, just barely, back in January and February.) Biden now leads in the average by 1.9%, which based on Election Graphs history translates into about a 67% chance of winning the state if the election was today.

Looking at a wider range of candidates, Biden continues to do significantly better than any of the other Democrats against Trump. For Michigan, three candidates changed categories, so I'll skip the individual candidate charts and move straight to the comparison chart:

The Michigan comparison chart is messy. No question about that. In these latest changes, Sanders improved his average dramatically, while both Warren and Harris slipped significantly.

Now, the range within all these candidates is from Sanders having a lead of 7.3% to Harris, who is leading by 3.9%. So a 3.4% range. Not that large, right? Well, let's look at it converted into win odds:

With an odds based view, Sanders has a 98.9% chance of winning Michigan, while Harris only has an 83.2% chance. OK, that still doesn't sound like THAT big a difference, they are both pretty high.

But if you look at it as Trump's chance of winning, it goes from 1.1% against Sanders, to 16.8% against Harris. These are just the same numbers looked at a different way, but this way of looking at it makes the difference a lot clearer. Trump's chances in Michigan (based on current polling data) are much better against Harris than they are against Sanders.

A small difference in the poll averages can make a massive difference in the odds. The closer the state is, the more dramatic this impact is.

OK. The polls in the other two did not result in category changes, but we'll look at them quickly anyway.

Despite being large and usually very close, very few organizations have polled Florida so far. Of the five matchups shown here, we have two polls of Biden vs. Trump. We have one survey each for Sanders, Warren, and Harris vs. Trump. And O'Rourke vs. Trump hasn't been polled at all.

Given that, there isn't much to say about Florida yet. So far, Trump still beats all five Democrats. Biden does best. Harris does worst. But it is still very early, and we need more polls.

Ah. Texas. The most recent survey here was a Quinnipiac poll released on June 5th. That has resulted in a lot of conversation, because every Democrat they polled was within the margin of error of Trump, and Biden was beating Trump. Of course, you should never look at just a single poll. But look at the poll averages above.

The movement here does not represent changes in the opinion of Texans over the first half of 2019. What this does show are actual 2020 polls slowly taking over the average from the prior assumptions based on previous election cycles. As 2020 polls filter in, the poll averages have been rushing toward the Democrats.

None of these lines have flipped to a "Blue Texas" as of now though.

The Republicans still lead.

Looking at the odds view, only Biden has started to break out from the "extreme long shot" zone. He's now at a 30.9% chance of winning Texas.

You should still bet on Trump to win Texas, but at this point, it is already clear that Texas is looking a lot closer in 2020 than it has in previous election cycles.

Switching to the national view, a quick look at the expected case comparison:

Biden still looks best against Trump, O'Rourke looks worst against Trump.

And the tipping point:

After a brief time with Sanders having the best tipping point against Trump, Biden once again is doing best. And as with the expected case, O'Rourke looks worse.

While I don't have the statistics and graphs live on the website yet, I've started to do some offline Monte Carlo simulations of the whole country based on the state poll averages and the statistics for how well election graphs averages have done over the last three election cycles.

I think it is time to share a bit of that.

Before I present these, please remember that these are "if the election was held today" numbers, based on polling that is still very sparse.

These can and will change dramatically during the many months before the election.

First, let's look at Biden versus Trump and how it was changed by these four polls, in order by the mid-date of their field dates, which is how Election Graphs orders polls:

Timeframe Biden Odds Trump Odds Tie Odds
Before polls 83.4% 15.6% 0.9%
After FL poll 87.4% 11.9% 0.8%
After MI poll 86.6% 12.6% 0.8%
After TX poll 89.9% 9.5% 0.6%
After NC poll 93.4% 6.2% 0.4%

You can see here that each of these individual polls noticeably changed the picture for Biden versus Trump. Collectively, this was a good polling week for Biden, significantly strengthening his position.

I won't repeat the poll by poll evolution for all five candidate pairs, but it is fascinating to see how they compare at the moment.

Democrat Dem Odds Trump Odds Tie Odds
Biden 93.4% 6.2% 0.4%
Sanders 80.4% 18.4% 1.1%
Warren 63.3% 34.8% 2.0%
Harris 54.7% 43.2% 2.1%
O'Rourke 49.5% 48.8% 1.7%

It is striking how much of a difference there is between these five matchups.

There are important debates on the Democratic side about "Electability" and how it should or should not play into decisions people make about which candidate to support in the primary process.

In terms of that debate, I reiterate the caveats I stated earlier: These numbers will almost certainly change significantly over time, and we have only very sparse polling to generate these numbers.

I'll add that the Biden and Sanders advantage over the rest of the field is almost certainly at least partially due to name recognition, and as the campaign season progresses and other candidates gain visibility, this will probably fade.

But this is something to watch. And while looking at this NOW may not be indicative of much, if there is still a large spread between how the leading candidates fare by the time Democrats start voting in caucuses and primaries, it might make sense to start paying attention to odds like this as part (not all) of the decision making process.

I hope to have website features based on this sort of analysis up on the website before too long.

Keep watching.

514.2 days until polls start to close.

For more information:

This post is an update based on the data on the Election Graphs Electoral College 2020 page. Election Graphs tracks a poll-based estimate of the Electoral College. The charts, graphs, and maps in the post above are all as of the time of this post. Click through on any image to go to a page with the current interactive versions of that chart, along with additional details.

Follow @ElectionGraphs on Twitter or Election Graphs on Facebook to see announcements of updates. For those interested in individual poll updates, follow @ElecCollPolls on Twitter for all the polls as I add them. If you find the information in these posts informative or useful, please consider visiting the donation page.

The First 2020 Polls

A few days ago I looked at where all the states ended up if you just look at the average results of the last few elections. No 2020 specific data.

But there have already been state level 2020 polls. Sixteen by my count. They are now all included on Election Graphs.

When I do updates here, unless there is a strong reason to do otherwise, I'm going to only discuss the five "best polled" candidate pairs. At the moment, the only Republican polled so far has been Trump. (Sorry Weld fans.) The five best polled Democrats against him right now are Biden, Warren, O'Rourke, Sanders, and Harris… in that order.

So with that out of the way, let's start looking at some graphs!

The chart above shows the "expected" electoral college result for each of these five candidate pairs, assuming each candidate wins all the states they lead in the Election Graphs five poll averages. This average still includes previous election results since there are no states where there are actually five polls yet.

So what do we see? From the very limited polling we have so far, we see Biden doing noticeably better than any of the other four Democrats when pitted against Trump. In the electoral college, Biden leads Trump by a 42 electoral vote margin. Sanders leads Trump by 6 electoral votes. And then Warren, O'Rourke, and Harris all lose to Trump by 6 electoral votes.

The "tipping point" is perhaps a better way to look at things. It is similar to looking at a popular vote margin, but adjusted for the structure of the electoral college. Here Biden has a 1.2% tipping point margin over Trump and Sanders has a 0.9% tipping point margin over Trump, but Warren, O'Rourke, and Harris all trail Trump by an 0.1% margin.

Frankly, ALL of these results, for all five possible opponents to Trump, are firmly within the "too close to call" zone. Even if it was the day before the election, not 607 days before the election. With this much time left, and with the extremely limited polling so far, any patterns we see may easily disappear as new polls come in. It might even be safe to say they will probably disappear. It is still very very early.

Having said that, the Biden advantage is even more striking as you start looking state by state. The following charts show how the polling average in each state has moved as the polls so far have come in.

Note: Keep in mind these are all measuring how each of the Democrats would fare against Trump in the general election, NOT how they might fare against each other in the primaries.

Watch the red line. The red line is Biden. Down is better for Democrats.

OK, in California Biden hasn't broken out. He hasn't actually been polled in California yet. So his average is just the average of the last five presidential elections.

Biden doing better than the other four Democrats in Texas.

Biden doing better than the other four Democrats in Ohio.

Biden doing better than the other four Democrats in Michigan.

Biden doing better than the other four Democrats in North Carolina.

Biden doing better than the other four Democrats in Arizona.

OK, none of the top five have been polled in Minnesota yet. (Only Klobuchar has been.) So they are all still on one line.

Biden doing better than the other four Democrats in South Carolina.

Biden doing better than the other four Democrats in Iowa.

OK, we finally have a state where Biden has been polled and he isn't doing better than the other Democrats. In New Hampshire, both Sanders and Warren do better against Trump than Biden does.

But that is it. Out of 10 states where we have state polls so far, Biden does better than the other four Democrats in 7. In 2 Biden hasn't been polled yet. Only in 1 does another Democrat do better against Trump.

Now, to be clear, at this stage in a Presidential race, this may be due entirely to name recognition. Most people may still not have much of an idea who Warren, O'Rourke, and Harris even are. But surely they would know who Sanders is, right? His name recognition must be comparable to Biden's. Right?

In any case, the way Biden consistently is outperforming other Democrats against Trump in the polls so far is striking. And he hasn't even officially said he is running yet.

It will be interesting to see if this pattern continues as the field starts to gel, and the other candidates get better known.

Election Graphs will of course update as the new polls come in…

For more information…

This post is an update based on the data on the Election Graphs Electoral College 2020 page. Election Graphs tracks a poll-based estimate of the Electoral College. The charts, graphs, and maps in the post above are all as of the time of this post. Click through on any image to go to a page with the current interactive versions of that chart, along with additional details. Follow @ElectionGraphs on Twitter or Election Graphs on Facebook to see announcements of updates. For those interested in individual poll updates, follow @ElecCollPolls on Twitter for all the polls as they are added. If you find the information in these posts interesting or useful, please consider visiting the donation page.