The race for Ohio is slowly tightening, but Mitt Romney does not hold a lead in a single poll in the current Real Clear Politics average (he is tied in two). Two polls from Time and CBS/Quinnipiac have grabbed headlines by showing Obama a five-point lead in each. Romney is chipping away at Obama’s poll lead, but the Democratic advantage in party-ID has increased across these polls. When looking at the polls in Ohio, it is becoming entirely possible that Mitt Romney should be able to win Ohio without ever showing a consistent lead in the polls, or any lead at all.
In the past week Romney has trimmed four-tenths of a point off of his deficit in the RCP average, going from 2.5 to 2.1, but at the same time, the average party-ID advantage for Democrats in these polls has risen from 5.5 to 6.5. A big reason for the increase in Democrats’ share in the polls is due to early voting. If a pollster calls someone who says they voted already, they are automatically passed through the likely-voter screen since they have, after all, voted. The problem with this can be best summed up by Gregory House: “Everybody lies.”
Enter Ohio, where the current estimates from compiling early in-person and absentee voting shows early turnout to be about 15 percent of voters. But responses in the current polls claim that 23 percent of registered voters have already voted. That means that polls are overstating early voting by eight percentage points on average. This could be in part because some voters have requested an absentee ballot and report that as voting, some have mailed in ballots that haven’t been counted as received yet, but some voters are also just flat out saying they voted when they haven’t. It’s impossible to know the exact reason, but it’s clear that more are claiming to vote than really have.
In the polls’ early-voting results, Obama leads on average by 20 points. There are indications that the GOP has shrunk the Democratic advantage in this category significantly from 2008, but it is unclear how much. Either way, Obama’s early-voting advantage gives him a lead that Romney is only scraping away at with his Election Day voter lead. But if pollsters are finding more respondents who are claiming to have already voted than what the records show, some of this early-voter advantage is illusory.
Romney’s strength with independents keeps growing: Last week when Obama led the Real Clear Politics average by 2.5 points, Romney led among independents by an average of 8.7 points. Romney has since increased that lead with independents to 12.3 points, which is why he’s been able to cut Obama’s overall lead even as the polls have leaned more Democratic. In 2008 Obama beat McCain with independents by eight points. It would be almost impossible for Obama to win Ohio while suffering a 20-point swing among independents.
The polls give Democrats a better turnout advantage than they had in 2008: As I explained in my last Ohio post, in 2008 Democrats beat Republicans in turnout by five points. The current polls show an average of D+6.6. A D+5 turnout in 2008 gave Obama a 4.5-point victory, while he is currently leading by only 2.1 points on an even greater D+6.6 turnout. Again, we know it should be very difficult for Democrats to match their 2008 turnout, let alone increase it.
History suggests late deciders will break against the incumbent: This is a rule that always receives some skepticism, but it’s very likely to benefit Romney at least some on Election Day. In 2004, late deciders broke against George W. Bush heavily, even though he was a wartime president. John Kerry beat Bush by 25 points among voters who decided in the last month, 28 points among voters that decided in the three days prior to Election Day, and 22 points among day-of deciders. Those voters were 20 percent of the Ohio electorate; while this year there are expected to be fewer late deciders, Obama cannot afford to lose among by those margins and still win.
In Ohio, Republicans tend to outperform their share of the national vote: In the last nine elections, the GOP has outperformed in Ohio. With Romney currently running just ahead of Obama nationally, it seems much more likely that Obama’s lead in Ohio has more to do with the higher party-ID advantage than a dramatic shift in Ohio from the past nine elections.
Strength with crossover voters in Ohio: In addition to Romney’s strength with independents, in the past two elections the GOP candidate has won over more Democrat votes than he’s lost Republican ones. Obama’s Ohio win in 2008 was based entirely on his strength with independents and the wave turnout, both of which are highly unlikely to be repeated in 2012. If Romney wins with independents by anywhere near the current average he has and takes more crossover voters than Obama does, Obama would need to exceed 2008 turnout greatly to win.
So, with less than two weeks until Election Day we will all know the results soon enough, but as more Ohio polls come in, it is important to remember that the picture for Romney in Ohio is better than many pundits would have us believe. It only takes a quick look at Romney’s rallies to remind us it’s not 2008 anymore, as Republicans have reclaimed the enthusiasm advantage that led to such sweeping 2008 victories for Democrats. That GOP enthusiasm has become contagious since the debates, and it is exactly what has Team Obama so afraid these days. All they have left to hang their hopes on is a slim lead in the polls, and even that might not be enough on Election Day.
— Josh Jordan is a small-business market-research consultant. You can follow him on Twitter @Numbersmuncher.