Thursday, 4 December 2014

Championship Week 19: PDO's pull on Derby, Ipswich, Charlton and Leeds

Something that has been very noticable throughout this Championship season so far is the relationship between the teams at the top of the table and PDO.
There's been quite a lot written over the last few weeks (mostly in the ice hockey community, but also in the football one) about what PDO is and how it reflects team performance.

James Mirtle of the Globe and Mail came up with perhaps the best explaination of how PDO should be applied to general statistical analytics - noting it "highlights extreme outliers doing things that won't continue".
I felt this summed-up rather well what Jurgen Klopp and Borussia Dortmund are going through at the moment.

Position Team Played Won Drawn Lost Goals For Goals Against Goal Difference Points
1 Derby 19 10 5 4 35 19 16 35
2 Ipswich 19 9 7 3 28 19 9 34
3 Brentford 19 10 4 5 30 24 6 34
4 Bournemouth 19 9 6 4 37 20 17 33
5 Middlesbrough 19 9 6 4 28 14 14 33
6 Blackburn 19 8 7 4 30 26 4 31
7 Watford 19 8 5 6 31 22 9 29
8 Cardiff 19 8 5 6 24 22 2 29
9 Nott'm Forest 19 7 7 5 30 25 5 28
10 Charlton 19 6 10 3 20 19 1 28
11 Norwich 19 7 6 6 29 24 5 27
12 Wolves 19 7 6 6 22 29 -7 27
13 Sheffield Weds 19 5 10 4 14 15 -1 25
14 Reading 19 7 3 9 25 30 -5 24
15 Leeds 19 6 5 8 23 26 -3 23
16 Fulham 19 6 4 9 30 34 -4 22
17 Birmingham 19 5 7 7 17 30 -13 22
18 Bolton 19 6 3 10 22 28 -6 21
19 Huddersfield 19 5 6 8 25 32 -7 21
20 Millwall 19 4 8 7 21 26 -5 20
21 Rotherham 19 4 7 8 16 26 -10 19
22 Brighton 19 3 9 7 21 25 -4 18
23 Wigan 19 3 8 8 20 25 -5 17
24 Blackpool 19 1 6 12 13 31 -18 9

Football is plagued by small sample sizes compared to ice hockey and so PDO can have a much more noticeable effect and seemingly last longer into the season.
From an anylytics standpoint we should not necessarily be considering the number of games played (although that is relevant) but more the number of shots taken - this, of course, is what we are sampling here.
In ice hockey it's typical to see each team have around 30 shots (sometimes more) on target in each game. In football, the total number of shots can be just single figures (start watching Cardiff games, you'll get used to it) with barely a handful of shots on target.
So you can see how hard it is to build up a substantial sample size.
For example, Bournemouth, top in shots on target with 106, have as many shots on target in 19 games as most NHL teams do in four games.
The NHL season is now more than 20 games old and PDO effects are still being raised as a concern.

Position Team Shots for total Shots against total Corsi/TSR shots on target for total shots on target against total Shots on target share Shooting % For Save % PDO
17 Birmingham 270 309 0.466 77 104 0.425 22.08 71.15 93.23
6 Blackburn 309 279 0.526 100 95 0.513 30.01 72.62 102.63
24 Blackpool 211 307 0.407 60 91 0.397 21.65 65.94 87.59
18 Bolton 253 290 0.466 77 99 0.438 28.57 71.71 100.28
4 Bournemouth 293 233 0.557 106 71 0.599 34.91 71.82 106.73
3 Brentford 243 273 0.471 94 89 0.514 31.92 73.04 104.95
22 Brighton 299 235 0.56 79 70 0.53 26.58 64.29 90.87
8 Cardiff 228 284 0.445 71 71 0.5 33.8 69.02 102.82
10 Charlton 200 298 0.402 63 85 0.426 31.73 77.64 109.37
1 Derby 261 255 0.506 91 90 0.503 38.45 78.88 117.33
16 Fulham 265 266 0.499 91 84 0.52 32.96 59.53 92.49
19 Huddersfield 272 275 0.497 93 92 0.503 26.87 65.2 92.08
2 Ipswich 268 285 0.485 85 81 0.512 32.93 76.54 109.47
15 Leeds 207 296 0.411 63 90 0.412 36.53 71.12 107.65
5 Middlesbrough 297 194 0.605 88 50 0.638 31.82 72 103.82
20 Millwall 269 234 0.535 87 75 0.537 24.14 65.34 89.48
11 Norwich 330 199 0.624 100 66 0.602 29 63.63 92.63
9 Nott'm Forest 272 241 0.53 85 82 0.509 35.28 69.5 104.78
14 Reading 235 256 0.479 70 82 0.461 35.71 63.4 99.11
21 Rotherham 261 276 0.486 80 87 0.479 20 70.12 90.12
13 Sheffield Weds 251 238 0.513 67 67 0.5 20.9 77.62 98.52
7 Watford 272 289 0.485 94 83 0.531 32.97 73.49 106.46
23 Wigan 242 220 0.524 66 76 0.465 30.3 67.11 97.41
12 Wolves 275 251 0.523 77 84 0.478 28.58 65.48 94.06

As a result, teams enjoying a PDO boost, whether that be from a short term scoring hot streak or run of clean sheets, can see them climb the table rapidly and spend a decent amount of time at or near the summit.
The chart shows that as a whole after 19 weeks of play, the correlation between PDO and points is still quite strong at 0.6123. (1 is a complete positive correlation, -1 a full negative correlation)
Meanwhile, the shots on target (a fairly simplistic but suitable approximation for team skill) to points correlation is just 0.273. The overall shot share to points correlation is even lower (0.0684).

























Curiously, the east midlands seems to have been one of the areas benefitting most from PDO this season.
Earlier in the season it was Nottingham Forest who roared to the summit and then came crashing down, now it is Derby County who look down upon the rest of the league.
Norwich, Bournemouth and Middlesbrough have proved the contrary, building their positions at the top on solid shots totals combined with a touch of positive PDO - and Norwich's descent has been more or less totally down to a collapse in PDO. The Canaries still have the best overall shot share (62.4% of all shots) and the second best shots on target rate (60.2%).

But looking down the table we can see this aforemention correlation being borne out.
Near the top Ipswich and Charlton are current darlings of PDO - and it did amuse me how their game last week played out. The injury time winner for Ipswich served to dent Charlton's then second highest PDO and give the Suffolk side the chance to userp them in that regard.




























Ipswich's underlying numbers, rather like Watford, are a contrast. Comfortably below 50% for overall shot share, but comfortably over 50% for shots on target share.
If we go with shots on target being the better predictor of skill and future success, then it is possible to see both those clubs make a sustained challenge for promotion, as and when their PDO scores drop.
For Charlton it should be a much more worrying time.
The Addicks are rock bottom (yes, even below Blackpool) in total shot share and fourth bottom in shots on target share.
Should their PDO nose dive in the style Norwich's has, then it could get very messy very quickly for Bob Peeters' team.

Leeds are in an equally perilous predicament - although it may not appear so at the moment. We've seen earlier in the season that Massimo Cellino is prone to PDO reactions and although he may have bigger problems on his mind at the moment, a slump in the above average shooting % or a dip below average in save % could see Leeds drop rather quickly, especially with the team just five points above safety. Neil Redfearn has failed to address, so it seems, the key issues still facing this Leeds side in his second spell. Let's see how it plays out this time around.

Blackpool remain the biggest victims of PDO in the table, with Millwall the only other team still below 90.
As the season progresses we should see the range of PDO scores continue to tighten around 100 - that prospect alone means Blackpool and Millwall fans have something to look forward to.

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