Could also have something to do with a shift away from foreign sources to American producers in that year.
Here are the reported THC figures for "sinsemilla" and "marijuana" respectively from 1989 (the year the WOD became a cabinet level priority), and 15 years later:
1989- 6.95 and 3.04
2004- 13.33 and 5.81
That probably outperformed the gains in John Walters' stock portfolio.