luckadjusted
CFB Week 4 · 2026

Week 11 2025 · November 8, 2025

Stanford at North Carolina, Week 11 2025: who deserved to win?

North Carolina beat Stanford 20–15, but the replays lean toward Stanford: it takes 7 of 10 with the same day's form. Luck ran its way: 3rd & 4th downs alone were worth 11 points of win probability to North Carolina.

North Carolina won on an off day: it played far below what the matchup promised. In a fresh game against Stanford it would win 75% of the time; with this day’s form, 34%. The numbers

Before kickoff North Carolina was a 71% favorite. The biggest swing (Q3, 12:38 left): North Carolina converted 3rd & 12, worth 9 points of win probability to North Carolina.

Final

Stanford Cardinal 15
North Carolina Tar Heels 20

November 8, 2025 · Kenan Stadium · Closing line: North Carolina −8.5

Luck index +66 North Carolina very lucky · −66 Stanford

Each team’s own plays from this game, resampled into new drives 4,000 times: with the way both teams actually played, how often does this performance win? How the replay works

Ten replays. Stanford wins 7, North Carolina wins 3.

  1. 1 STAN 28 UNC 0
  2. 2 STAN 34 UNC 14
  3. 3 STAN 30 UNC 14
  4. 4 STAN 16 UNC 3
  5. 5 STAN 17 UNC 7
  6. 6 STAN 13 UNC 7
  7. 7 STAN 10 UNC 8
  8. 8 STAN 17 UNC 19
  9. 9 STAN 3 UNC 12
  10. 10 STAN 13 UNC 27

Three other ways to ask

Each answers a different question, so none of them replaces the replay above.

The closing betting line, turned into a probability. What everyone knew before the game.

The line plus what this game showed, weighted by how much one game can tell. It stays close to the line because one game says little.

Every kick, fumble bounce, conversion and judgment call redrawn; everything else fixed. The narrowest view of luck.

North Carolina won on an off day

It played far below what the matchup promised. In a fresh game against Stanford it would win 75% of the time; with this day’s form, 34%.

41 points apart for North Carolina: the gap is how differently this game went from what the two teams usually are.

UnitThis gameUsual levelBetter or worse than usual
Stanford offenseEPA per play gained −0.23 −0.01 worse by 0.23
Stanford defenseEPA per play allowed +0.07 +0.09 better by 0.02
North Carolina offenseEPA per play gained +0.07 +0.07 worse by 0.00
North Carolina defenseEPA per play allowed −0.23 +0.04 better by 0.28

EPA (expected points added) per play on competitive snaps, turnovers left out because they are valued as luck. Usual level: the team’s earlier games this season plus half of last season, pulled toward the league average. One team’s defense and the other team’s offense are the same snaps, so one game can’t fully say whose day it was; it shows how far this one was from both teams’ norms.

How 4,000 replays ended

Stanford wins 66% of them, North Carolina 34%, counting the 6% still level after regulation as half each. The line is what actually happened: North Carolina by 5.

Show as a table
Final margin in the replaysShare of replays
Stanford by 17+24.5%
Stanford by 9–1620.0%
Stanford by 1–819.9%
Level after regulation5.8%
North Carolina by 1–816.0%
North Carolina by 9–169.3%
North Carolina by 17+4.5%

Where the luck was

What the luck was worth

Every lucky and unlucky play, weighted by the moment it happened: its swing in win probability, added up by kind. A missed kick in a decided game counts for nothing; the same kick at the end of a tie game can be most of a win.

Swings add up across a game, so in one that went back and forth they can pass 100%. On the scoreboard the same luck was worth +3.3 points to Stanford: the final margin was North Carolina by 5, without the luck North Carolina by 8.3. Luck shares are the fitted ones (how much of each kind is luck).

The kicks

How likely each kicker was to make that kick (his own record, the distance), and what happened.

  • R. Verhoff, 27 yds made · 90% expected
  • E. Kenney, 41 yds missed · 73% expected
  • E. Kenney, 38 yds made · 78% expected
  • R. Verhoff, 48 yds made · 59% expected
Bar: expected chance of a make. Filled dot: made. Open dot: missed or blocked.

Penalties: Stanford 7 for 76 yards, North Carolina 11 for 73 yards

Every accepted flag, in order, and what it did to the helped team’s chance of winning at that moment, including any play it wiped out (points on the scoreboard in grey). A flag in a decided game is worth nothing; one at the turn of a close game can be worth most of a win. Judgment calls count toward luck, pre-snap fouls mostly don’t. How calls are valued

WhenFlagWin probability for
Q1 8:40 Offside on North Carolina, 5 yards · pre-snap +2% STAN +1.0 pts
Q2 15:00 Holding on North Carolina, 4 yards +2% STAN +0.9 pts
Q2 12:25 Holding on Stanford, 10 yards +1% UNC +0.6 pts
Q2 9:34 Holding on North Carolina, 10 yards +3% STAN +1.7 pts
Q2 0:31 Pass Interference on North Carolina, 7 yards +2% STAN +1.0 pts
Q3 14:10 Illegal Snap on North Carolina, 5 yards · pre-snap +2% STAN +0.5 pts
Q3 10:50 False Start on North Carolina, 5 yards · pre-snap +2% STAN +0.5 pts
Q3 6:19 Intentional Grounding on Stanford, 11 yards +2% UNC +0.7 pts
Q3 5:25 False Start on North Carolina, 2 yards · pre-snap +1% STAN +0.3 pts
Q3 4:15 Ineligible Downfield on North Carolina, 5 yards, wiping out the play +4% STAN +1.4 pts
Q3 3:12 Pass Interference on Stanford, 15 yards +6% UNC +2.4 pts
Q3 1:08 Unsportsmanlike Conduct on North Carolina, 15 yards +2% STAN +0.9 pts
Q3 1:05 Holding on North Carolina, 10 yards +2% STAN +0.7 pts
Q4 13:19 Illegal Substitution on North Carolina, 5 yards · pre-snap +1% STAN +0.4 pts
Q4 13:05 Illegal Motion on Stanford, 5 yards · pre-snap +1% UNC +0.3 pts
Q4 6:58 Tripping on Stanford, 15 yards +1% UNC +1.6 pts
Q4 3:29 Pass Interference on Stanford, 15 yards +1% UNC +1.2 pts
Q4 0:32 False Start on Stanford, 5 yards · pre-snap +1% UNC +0.2 pts

When it happened

North Carolina’s chance of winning

Numbers mark the biggest luck moments, listed below.

Our in-game win probability: the score, the value of the possession and the time left, starting from the betting line. Overtime has no clock and is drawn at a fixed width. Shaded above the middle while North Carolina was ahead in it, below while Stanford was.
#WhenWhat happenedWin probability forNext drive
1 Q1 6:51 Stanford fumbled and North Carolina recoveredFumble bounces · loose balls are close to 50/50 +5% UNC STAN: Punt
2 Q1 5:49 North Carolina was stopped on 3rd & 93rd & 4th downs · 21% expectedR. Verhoff made a 27-yard field goalKicks · 90% expected for him +6% STAN UNC: Field goal
3 Q3 12:38 North Carolina converted 3rd & 123rd & 4th downs · 22% expected +9% UNC UNC: Touchdown
4 Q3 11:06 North Carolina converted 3rd & 83rd & 4th downs · 29% expected +7% UNC UNC: Touchdown
5 Q3 4:34 North Carolina converted 3rd & 53rd & 4th downs · 40% expected +6% UNC UNC: Punt
6 Q3 4:15 Ineligible Downfield on North Carolina, 5 yards, wiping out the playJudgment calls +4% STAN STAN: Turnover
7 Q3 3:12 Pass Interference on Stanford, 15 yardsJudgment calls +6% UNC UNC: Punt
8 Q4 14:16 R. Verhoff made a 48-yard field goalKicks · 59% expected for him, 1 of 3 from 45+ before +5% UNC UNC: Touchdown

Adjust the assumptions

Disagree with how much of a fumble bounce or a pass interference call is luck? Change it and the coin-flip replay reruns in your browser.

Only coin-flips re-rolled

Stanford 10% · North Carolina 90%

Final margin
North Carolina by 5
Luck in points
3.3 for Stanford
Luck-adjusted margin
North Carolina by 8.3
Replay with same day's form
Stanford 66% · North Carolina 34% unchanged: why
How much of each is luck?

0% treats it as skill, 100% as pure luck. The tick is our fit.

What counts

None by default: our tests measured no carryover after a lucky break. Slide it up to count a break for more than its own swing. Why

Flip a play

Force the other outcome, in this game and in every replay: a made kick becomes a miss, a stop becomes a conversion, a flag goes the other way.

About these numbers

Play-by-play and expected points from CollegeFootballData.com via cfbfastR; win probability from our own model of the score, the possession and the betting line; kicks valued against each kicker’s own record. College play-by-play has no charting of drops or interception-worthy throws and no injury reports, so those kinds of luck aren’t counted here.

Methodology and validation · All Week 11 2025 games · Stanford · North Carolina

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