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Invisible Offense

by Tom Fontaine

What does the term "invisible offense" mean?  Does it refer to the
spark that the intangibles of a veteran leader like Terry Pendelton
brings to a club?  Err...no.
Is "invisible offense" what inspired the New York media to dub Rey
Ordonez with the monicker "The Magician"?  Absolutely not.
Invisible offense isn't really invisible.  It's just that it can be
hard to see a player's overall offensive contribution to a lineup from
a compilation of standard individual statistics.  Invisible offense is
what separates the likes of Frank Thomas and Barry Bonds from players
like Joe Carter and Cecil Fielder even though their Triple Crown stats
may not be remarkably different.  Invisible offense is also what makes
players like Ozzie Guillen, Luis Polonia, and Luis Sojo are so
damaging to their own teams. I won't, however, ask you to take this on
faith.
Consider the case of the New York Yankees in 1996 who felt that they
needed to pump up their offense during the stretch run of the pennant
race.  Now if you were the Yankees' GM and had your choice of the
following players to add as your DH which would you choose (solely on
the basis of the listed single season performance)?
Player   AB     Runs    Hits     2B      3B      HR     RBI      OPS
-----    --     ----    ----     --      --      --     ---      ---
  A     645     115     184      44       7      15     105     .829
  B     645     114     163      22       0      43     137     .839
  C     725     151     147       0       0     146     283    1.014
  D     384     129       5       0       0       0      27     .516
Have you made your choice yet?  You've probably realized by now that
this is a trick question, but please bear with me.  Player D would be
unlikely to ever reach the big leagues with that kind of offensive
profile.  I'm guessing that Bob Watson would have received the
immediate axe from George Steinbrenner if he had traded for player C.
I doubt that we'll ever see a player like player C, unless a 27 year
old Rob Deer or Dave Kingman were allowed to play 162 consecutive
games at Coors Field.  If player D did exist, most GMs would be moving
heaven and earth to acquire him.
How can such a choice be objectively made?  One way would be to look
at traditional stats like HR and RBI.  Clearly looking at things this
way, you'd order your preferences C,B,A,D.  A more statistical
approach would have the choice be made by OPS (on base plus slugging
percentage).  Again choosing by OPS would order the preferences
C,B,A,D.  These choices would be *dead wrong*, and I'll demonstrate
why.
What is the ultimate goal of improving a team's offense?  It is,
obviously, to improve the amount of runs that the team scores.  What
is not so obvious is how a player's performance will affect team
scoring.  OPS is a convenient shorthand way to evaluate a player's
performance.  I doubt that any serious baseball stats guru would argue
otherwise.  There are methods like EQA and VORP that yield much better
results, but I'm hoping to present a more visceral and perhaps more
easily understood evaluation.
My method of choice is simulation.  In what passes for my spare time
over the last several years, I've developed a computer program which
simulates and measures the performance of arbitrary lineups against
average pitching.  It has evolved from simply simulating singles,
doubles, triples, home runs, and walks to handling things like errors,
baserunning outs, GIDPs, strikeouts, stolen bases, baserunning
ability, etc.  The simulator is tuned to 1996 AL performance in terms
of parameters like batting outs per game, team runs to team RBI ratio,
bases empty/runners on base splits, etc.  A detailed discussion of
simulation issues is beyond the scope of this article.
The idea behind lineup simulation is that if an infinite number of
seasons were simulated (with players performing statistically as they
do in real life), the average runs scored by the lineup would be equal
to the expected scoring of a real lineup over 162 games.  This is
*not* the same thing as team scoring because on a real team these
players would not be getting every single plate appearance in every
single game.  It is, however, a good way to make apples to apples
comparisons between lineups.
Since it's not possible to simulate an infinite number of seasons,
it's necessary to make do with less.  After about 100 seasons of 162
games (and perhaps even less), most of the individual and team stats
tend to converge.  The most important stat, team scoring, is not so
easily pinned down.  Why is this so?  It's because scoring is so
extremely sequence dependent.  For instance, taken out of context, a
home run followed by a walk is only half as valuable as a walk
followed by a home run.  I won't bore you with the details, but the
variance in team scoring displayed by a typical major league lineup is
large enough that ~30,000 seasons are required to bring the confidence
level to 99% that the simulated average scoring is within 1 run of the
theoretical expected scoring.
So what does my simulator say about the team scoring for the 4 Yankee
lineups that use players A, B, C, and D as cleanup hitting DHs?
Player A: Max Runs = 1172, Min Runs = 772, Avg Runs =  981
Player B: Max Runs = 1147, Min Runs = 789, Avg Runs =  967
Player C: Max Runs = 1162, Min Runs = 808, Avg Runs =  975
Player D: Max Runs = 1198, Min Runs = 819, Avg Runs = 1004
These results certainly seem to be counterintuitive on the surface.
Let's look a little deeper.  Here's the lineup that's being tested:
                      AVG     OBP    SLG
                      ---     ---    ---
      Raines/NYY     .284    .383   .468
      Boggs/NYY      .311    .389   .389
      O'Neill/NYY    .302    .411   .474
      Player A,B,C,D 
      B.Williams/NYY .305    .391   .535
      T.Martinez/NYY .292    .364   .466
      Jeter/NYY      .314    .370   .430
      Duncan/NYY     .340    .352   .500
      Girardi/NYY    .294    .346   .374
First let's look at what's happening with the rest of the players in
the 4 lineups.  Their individual abilities are unaffected by the
identity of the DH, but certain stats are team dependent.
Runs Scored for the 5 players batting ahead of the DH:
               
                Player A        Player B        Player C        Player D
                --------        --------        --------        --------
Duncan/NYY         92              92              89              95
Girardi/NYY        83              82              78              85
Raines/NYY        141             138             129             140
Boggs/NYY         111             108             102             108
O'Neill/NYY       115             114             117             115
                  ---             ---             ---             ---
SubTotal:         542             534             515             543
Player A,B,C,D    115             114             151             129
                  ---             ---             ---             ---
Total:            657             648             666             672
This still seems odd...Player D, who can't hit a lick, has more runs
scored by the five guys in front of him than any other lineup.  Player
C, who hit more than twice as many HRs in 162 games than Babe Ruth or
Roger Maris ever did, has the fewest runs scored by the (same) five
players hitting in front of him!  His 151 runs scored (148 scored on
his own HRs) aren't even enough to close the gap totally!  Hmm...
Maybe this has soemthing to do with invisible offense.  We'll have to
come back to this later.
RBIs for the 5 players batting behind the DH:
                Player A        Player B        Player C        Player D
                --------        --------        --------        --------
B.Williams/NYY    140             123              77             174
T.Martinez/NYY    122             106              71             149
Jeter/NYY          92              85              62             110
Duncan/NYY        103             103              90             113
Girardi/NYY        73              73              69              76
                  ---             ---             ---             ---
SubTotal:         530             490             369             622
Player A,B,C,D    105             137             283              27
                  ---             ---             ---             ---
Total:            635             627             652             649
What's going on here with these wild fluctuations in individual RBI
totals?  These players aren't slugging any differently from one case
to another.  In player D's lineup, Bernie Williams looks positively
Ruthian in his RBI totals, but in player C's lineup he looks like a
pesky banjo hitter.  In the other two lineups, he looks like a normal
(for 1996-level offense) slugger.  Let's look more closely at some of
Bernie Williams' team dependent stats in the four lineups.  We'll look
at RONB (runners on base), RISP (runners in scoring position), PAWR
(plate appearances with runners), and LDO (number of innings lead
off).
Bernie Williams:
                Player A        Player B        Player C        Player D
                --------        --------        --------        --------
RONB              651             659             290             882
RISP              388             373             170             523
PAWR              407             439             187             502
LDO               155             161             189             126
There are several things going on here.  Player C is never getting on
base. Furthermore, his frequent HRs are clearing the bases just before
Bernie Williams comes to the plate.  Player C also frequently makes
outs.  Many of these outs are third outs which cause Williams to lead
off the next inning.  As a result, Williams is starved for RBI
opportunities.  Player C is an "RBI vulture".  His slugging ability
allows him to dry up the RBI opportunities for the hitters behind him
(which in and of itself is *not* a bad thing), and his weak on base
ability does not replenish those opportunities (which is a bad thing).
On the other hand, Player D is getting on base more often than not and
not making outs.  Player C is also not driving in a whole lot of runs.
The result is a feast for the players hitting behind him in the
lineup.
Think about it.  Player C, with his 151 runs and 283 RBIs, helps his
lineup to score 975 runs.  Player D with his 129 runs and 27 RBIs,
helps his lineup to score 1004 runs.  The five players hitting behind
Player C only get 369 RBIs, while the same five players hitting behind
Player C get 622 RBIs.  This is an extreme example, but it directly
illustrates why the stathead community is so adamant about not using
runs and RBIs to measure individual performance.
We still have yet to identify any invisible offense.  Let's continue
our search...
                 Player A      Player B      Player C      Player D
                 AB   BB*      AB   BB*      AB   BB*      AB   BB* 
                 --   ---      --   ---      --   ---      --   ---
Raines/NYY      692   109     688   109     674   107     705   111
Boggs/NYY       695    88     691    88     677    86     708    90
O'Neill/NYY     645   120     641   120     628   117     657   123
Player A,B,C,D  645   103     645    99     725     4     384   379
B.Williams/NYY  639    91     636    90     624    84     652    96
T.Martinez/NYY  641    73     637    72     623    69     655    75
Jeter/NYY       639    57     635    56     620    54     653    58
Duncan/NYY      665    13     661    13     645    12     681    13
Girardi/NYY     611    49     607    49     592    47     625    50
                ---   ---     ---   ---     ---   ---      --   ---
Total:          5872  703     5841  696     5808  580     5720  995
PAs:               6575          6537          6388          6715
What's this?  Player D's lineup gets 327 more plate appearances than
Player C's lineup.  That's 36 more complete trips through the lineup!
It hardly seems fair.  A typical game will have about 39 plate
appearances.  Considering that each lineup only played 162 games,
there's a whole lot more opportunities for run scoring in player D's
lineup.  Perhaps we're beginning to shed some light on this concept of
invisible offense.

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Copyright 1997-2001 by Keith Woolner. All included authors retain the copyrights to their original works.