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Reevaluating Causal Estimation Methods with Data from a Product Release

Justin Young, Muthoni Ngatia, Eleanor Wiske Dillon

arXiv 17 Jan 2026 · Econometrics

arXiv:2601.11845 · PDF · DOI · OpenAlex · Extracted main text

Abstract

Recent developments in causal machine learning methods have made it easier to estimate flexible relationships between confounders, treatments and outcomes, making unconfoundedness assumptions in causal analysis more palatable. How successful are these approaches in recovering ground truth baselines? In this paper we analyze a new data sample including an experimental rollout of a new feature at a large technology company and a simultaneous sample of users who endogenously opted into the feature. We find that recovering ground truth causal effects is feasible -- but only with careful modeling choices. Our results build on the observational causal literature beginning with LaLonde (1986), offering best practices for more credible treatment effect estimation in modern, high-dimensional datasets.

Citation extraction

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Most heavily cited references

The works this paper leans on most, across its whole bibliography — not restricted to papers in our corpus. Ranked by composite intensity, which combines how often a work is mentioned, how many sections mention it, and how much of that falls in the main text rather than the appendix.

ReferenceIntensityMentionsSectionsMain text
1LaLonde, Robert J (1986) Evaluating the Econometric Evaluations of Training Programs with Experimental Data1.00055100%
2Dehejia, Rajeev H. and Wahba, Sadek (1999) Causal Effects in Non-Experimental Studies: Reevaluating the Evaluation of Training Programs0.9568688%
3Imbens, Guido W. and Xu, Yiqing (2025) LaLonde (1986) After Nearly Four Decades: Lessons Learned0.9568688%
4Crump, Richard K. and Hotz, V. Joseph and Imbens, Guido W. and Mitni… (2009) Dealing with Limited Overlap in Estimation of Average Treatment Effects0.92810880%
5Leo Breiman (1996) Bagging predictors0.92843100%
6Chernozhukov, Victor and Cinelli, Carlos and Newey, Whitney and Shar… (2022) Long Story Short: Omitted Variable Bias in Causal Machine Learning0.8435360%
7Dehejia, Rajeev H. and Wahba, Sadek (2002) Propensity Score-Matching Methods for Nonexperimental Causal Studies0.84333100%
8Bach, Philipp and Schacht, Oliver and Chernozhukov, Victor and Klaas… (2024) Hyperparameter Tuning for Causal Inference with Double Machine Learning: A Simulation Study0.84333100%
9Rosenbaum, Paul R. and Rubin, Donald B (1983) The Central Role of the Propensity Score in Observational Studies for Causal Effects0.81142100%
10Chernozhukov, Victor and Hansen, Christian and Kallus, Nathan and Sp… (2024) Applied causal inference powered by ML and AI0.64422100%

Showing the top 10 of 40 scored citations.