This week at the New York Times, I look at the hard-to-read Carolina Panthers. Carolina has won six of nine games since I declared them a sleeping giant. On the other hand, the team has a losing record this season and has beaten teams with a combined one victory. In other words, as tends to be the case, you see what you want to see when looking at the Panthers.

We will have to check back in three months for the final answer, but there are signs that the Carolina Panthers, a disappointment at 2-3, could become one of the N.F.L.’s breakout teams.

First, Coach Ron Rivera, quarterback Cam Newton and the Panthers will have to overcome a well-earned reputation as a group that cannot beat good teams; that cannot win close games in the fourth quarter; and that is too conservative on fourth down. As a rookie in 2011, Newton dazzled N.F.L. fans, but the Panthers finished 6-10. Carolina was 1-7 against teams that finished with a winning record, and the Panthers won once in nine tries when they had the ball and were trailing by one score in the fourth quarter.

The same issues cropped up last year. Carolina started 3-9, with an 0-7 record in games decided by 7 or fewer points and a 1-5 mark against teams that finished with a winning record. With the season effectively over at the three-quarters mark, the Panthers finished 4-0, ensuring that Rivera would be back for another season.

This season, the Panthers defeated the winless Giants, 38-0, in Week 3 and won in Minnesota against the 1-4 Vikings, 35-10, on Sunday. But the Panthers have blown two fourth-quarter leads. And after a loss to Arizona, Carolina was 5-15 since 2011 in games that were within one score entering the fourth quarter, the worst mark in the league.

But there is reason to be optimistic about the Panthers. Carolina has outscored its opponents by 41 points this season, the most by a 2-3 team since 1921. There has been a strong relationship between points differential and the future performance of 2-3 teams. Of all the 2-3 teams from 1990 to 2012, 11 have outscored opponents by 20 or more points, with an average points differential of 28.5. Over the rest of the season, those 11 teams won 64.9 percent of their games.

You can read the full article here.

An old friend of mine was always mildly irked at the praise thrown at Bill Parcells for turning around moribund franchises. In reality, making a team with a terrible record respectable isn’t all that challenging. Where Parcells added value was in making his good teams great, not in making terrible teams mediocre.

In 1992, one year B.P., the New England Patriots were 2-14, in part thanks to a 1-5 record in one-score games. Throw in some regression to the mean and the first pick in every round of the ’93 draft, and going 5-11 in 1993 wasn’t so much of an accomplishment as it was pre-ordained.

In 1996, one year B.P., the Jets went 1-15. New York was a horrific 0-7 in one-score games. Throw in the #1 pick in every round, and they were an attractive target. Parcells did do a masterful job cleaning up the mess left by Rich Kotite, but getting them to 9-7 looked very impressive in large part thanks to the poor fortunes of the team the prior year.

The Big Tuna again went after the low-hanging fruit again when he took over as the Executive Vice President of Football Operations in Miami (it is here my old friend would get particularly annoyed, noting that Parcells found a way to have his cake and eat it too. If the Dolphins succeeded, Parcells would have “done it again.” Had they failed, well, he wasn’t the coach.) He took over a 1-15 team that was bad but not 1-15 bad; they had faced one of the harder schedules in the league and gone 1-6 in close games. Enter Jake Long, Chad Pennington, and the Wildcat, and the Dolphins went 11-5. Parcells did it again!

In any event, that’s just background. The 2013 Panthers are the real topic today — and they are the lowest hanging fruit any potential coach has seen in decades. Consider:

• The Panthers are currently 3-9, and little is expected of them going forward. They are now just 9-19 in the Cam Newton era.
• Despite that, Carolina ranks 4th in Brian Burke’s Advanced NFL Stats efficiency ratings. Now maybe they aren’t the 4th best team in the league, but Brian’s system is purely predictive and minimizes events that shape our views but are unlikely to impact future records. I have no doubt that they’re closer to the 4th best team in the league than the 4th worst, which is where they are by record.
• Football Outsiders ranks Carolina 18th — which, by the way, still means they’re much better than their record — but even that is misleading. Schatz ranks Carolina 32nd in special teams — a unit that Burke ignores — but instead has them 15th in offensive DVOA and 14th in defensive DVOA. That means excluding special teams the Panthers are above average, and special teams performance is notoriously fickle.
• So why are the Panthers 3-9? Carolina is currently 0-7 in one-score games.

There’s an even simpler way to show how the Panthers are massively underachieving this year. Net yards per attempt isn’t the only stat in the world, but it’s one of the most important indicators of an offense’s effectiveness. Net yards per attempt is just as important on defense; NY/A differential, the difference between how many net yards you gain per offensive attempt and how many you allow per defensive attempt, is a simple shorthand to highlight the best in the league. Here are the results through 13 weeks (i.e., not counting last night’s game):
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I don’t care about any of the nonsense with Cam Newton. Instead, take a look at his 2011 and 2012 stat lines:

                                                                                            
Year   GS  QBrec Cmp Att Cmp%  Yds TD TD% Int Int% Y/A  AY/A Y/C  Yd/G Sk Yds NY/A ANY/A Sk% Rsh Yds TD  YPC Y/G  C/G
2011   16 6-10-0 310 517 60.0 4051 21 4.1  17  3.3 7.8  7.2 13.1 253.2 35 260  6.9   6.2 6.3 126 706 14  5.6 44.1 7.9
2012    6  1-5-0 101 173 58.4 1387  5 2.9   6  3.5 8.0  7.0 13.7 231.2 15 102  6.8   5.9 8.0  46 273  3  5.9 45.5 7.7

His Y/A is actually higher this year (although his sack rate is a little worse), and his rushing yards per game and yards per carry are both slightly up. Obviously the biggest change is that Newton simply isn’t scoring very much — he’s on pace for just 21 touchdowns after scoring 35 last year. But touchdowns are more volatile than metrics like yards per attempt, and tend to rebound quickly when paired with a strong yards per attempt average. Compared to league average, Newton’s only slightly worse in NY/A and ANY/A than he was last year, and he’s still above-average in both statistics. Statistically, he looks fine.

But the eye test certainly says Newton is struggling. And some stats back that up, too. Newton ranks 25th in Total QBR, although he only ranked 17th in that metric a year ago. Perhaps more importantly, the Carolina offense has plummeted to 29th in points per drive so far in 2012 (while ranking 17th and 19th in drive success rate), after ranking 6th in points per drive (and 6th in yards and 5th in DSR) in 2011. So the offense has been quite a bit worse, and significantly worse when it comes to scoring. That sort of matches what the “eye test” tells me.

But as Aaron Schatz pointed out to me, there are some odd splits going on with Newton. Take a look at how Newton’s performed on pass attempts on 1st downs this year:
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