Redshirt
Analysis

Where the CFB Title Model Fades the Market

The model fades Oregon and Notre Dame hardest in the CFB national-title market at 11c on Kalshi, while longshots Oklahoma and Ole Miss carry the steepest premium.

By The Model Desk · 2026-06-29
Analysis
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Key takeaways
  • Oregon and Notre Dame each trade at 11c on Kalshi against a model fair value of 8.5%, the largest absolute premium among top contenders.
  • Oklahoma and Ole Miss are the steepest fades in relative terms, priced at 3c on a 2% fair value, roughly a 50% markup.
  • Texas leads the board at 8.9% fair value and prices at 11c, leaving about 2.1c of premium.
  • Every national-title contract in this market sources from Kalshi, so there is no cross-venue price to undercut the markup.
  • No contract on the board prices below the model's fair value, so the consistent edge is fading rich prices rather than buying cheap ones.

Among national-title contenders, the model fades Oregon and Notre Dame most: each trades at 11c on Kalshi against a fair value of 8.5%, roughly 2.5 cents of premium. The steepest relative markups sit lower on the board, where Oklahoma and Ole Miss change hands at 3c on a 2% fair value, close to a 50% premium.

The pattern is consistent. Every contract on the national-title board prices above the model's fair value, which is the expected footprint of market vig. The analytical task is not finding contracts the model likes; it is ranking how much premium each price carries and where the market is richest relative to the model's view.

Which title contenders does the model fade most?

In absolute terms, the premium concentrates at the top. Texas prices at 11c on an 8.9% fair value, a 2.1c gap. Oregon and Notre Dame each price at 11c on 8.5%, widening the gap to about 2.5c. Ohio State and Indiana both sit at 9c against 6.9%, and Miami at 8c against 6.1%.

Oregon and Notre Dame stand out because they share the same 11c price as Texas while the model rates them lower. The market is paying the top-tier price for the second tier of fair value, which is the cleanest contender-level fade on the board.

Georgia (7c on 5.3%) and LSU (6c on 4.9%) carry smaller absolute gaps, narrowing the premium as fair value falls. The contender fades are real but modest in cents; the larger distortions live among the longshots.

Where is the premium steepest in relative terms?

Absolute cents understate the longshot markup. A 3c price implies roughly 3% probability; against a 2% fair value, that is a premium near 50%. Oklahoma and Ole Miss both fit this profile, making them the steepest fades on a percentage basis even though the raw gap is only about a cent.

Texas A&M sits in between, pricing at 4c on a 2.8% fair value, a premium of more than 40%. The takeaway is structural: as fair value shrinks toward the bottom of the board, the relative markup grows, because the minimum tradeable increment is a larger share of a small number.

For a price-sensitive read, the model's strongest disagreement with the market is therefore at the bottom, not the top. Contenders are mildly rich; longshots are richest relative to their modeled odds.

How the fades stack up by price

The chart below ranks best price in cents across the top of the national-title board. The flat 11c shared by Texas, Oregon and Notre Dame is the visual signature of the contender fade: identical prices for teams the model separates on fair value.

The second chart shows the model's fair value for the same group, where Texas leads at 8.9% and the field compresses quickly beneath it.

Best price, national title (Kalshi)
Texas11c
Oregon11c
Notre Dame11c
Ohio State9c
Indiana9c
Miami8c

What single-venue pricing means for the fade

These national-title contracts all source from Kalshi. With one venue, there is no consensus across exchanges to pull the price toward fair value, and no cheaper book to undercut the markup. The premium the model flags is the premium that stays in the line.

That changes how the edge is read. In multi-venue markets, the cheapest venue often trims the vig; here the Kalshi price is the only price, so the full distance between 11c and an 8.5% fair value is what the market is charging. Traders comparing venues can note the Kalshi FADE context, but on this board there is no second quote to arbitrage.

The model's fair value is an estimate and can be wrong; prices can move on liquidity and news. None of this is financial advice. The point is narrower: the market and the model disagree most on Oregon, Notre Dame and the cheap end of the board, and that is where the prices read richest.

Model fair value, national title
Texas8.9%
Oregon8.5%
Notre Dame8.5%
Ohio State6.9%
Miami6.1%
Georgia5.3%
TeamsOregonNotre DameTexasOhio StOklahomaOle Miss
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Frequently asked questions

Which college football title contender does the model fade most?

Oregon and Notre Dame are the heaviest fades among contenders. Each trades at 11c on Kalshi against a model fair value of 8.5%, about 2.5 cents of premium.

What does it mean for the model to fade a market price?

It means the tradeable price sits above the model's fair value, so the contract is rich. The model reads the price-implied probability as higher than the team's true title odds.

Which national-title longshots are most overpriced?

Oklahoma and Ole Miss carry the steepest relative premium, each at 3c against a 2% fair value. That is roughly a 50% markup, larger in percentage terms than any contender.

Where are these college football title prices sourced?

Every national-title contract here comes from Kalshi. With a single venue, there is no competing price to undercut the markup, so the full premium stays in the line.

Does the model see any title contract trading below fair value?

No. Across the board every best price exceeds the model's fair value, a function of market vig. The model's edge is selective fading, not finding underpriced contracts.

About the author
The Model Desk

The Redshirt Analytics modeling team prices every college football futures contract and tracks the gaps between fair value and live market prices on Kalshi, Polymarket and ProphetX.